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 | $33,569 | $106,515-68.5% | $96,683-65.3% | $139,434-75.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 18.38% | 38.43%-20.0pp | 35.69%-17.3pp | 372.94%-354.6pp |
| Employer contribution / active EE | $3,001 | $4,103-26.9% | $3,737-19.7% | $4,751-36.8% |
| Participant deferral / active EE | $8,147 | $5,454+49.4% | $4,878+67.0% | $6,710+21.4% |
| Admin fee / account holder | $2,402 | $7,877-69.5% | $6,730-64.3% | $11,403-78.9% |