See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,220 | $138,347-31.9% | $184,203-48.8% | $80,856+16.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 19.17% | 20.02%-0.9pp | 28.81%-9.6pp | 35.59%-16.4pp |
| Employer contribution / active EE | $5,999 | $4,850+23.7% | $6,427-6.7% | $2,755+117.8% |
| Participant deferral / active EE | $18,151 | $7,071+156.7% | $9,131+98.8% | $4,296+322.5% |
| Admin fee / account holder | $3,967 | $10,483-62.2% | $13,901-71.5% | $6,918-42.7% |