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 | $156,733 | $817,678-80.8% | $392,568-60.1% | $152,861+2.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.1%+21.9pp | 82.4%+17.6pp |
| Annual return | 26.69% | 22.84%+3.9pp | 24.42%+2.3pp | 345.32%-318.6pp |
| Employer contribution / active EE | $3,647 | $5,502-33.7% | $3,783-3.6% | $4,762-23.4% |
| Participant deferral / active EE | $18,240 | $8,398+117.2% | $5,985+204.8% | $5,850+211.8% |
| Admin fee / account holder | $1,688 | $12,095-86.0% | $6,260-73.0% | $11,596-85.4% |