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 | $57,828 | $73,933-21.8% | $96,683-40.2% | $75,163-23.1% |
| Participation rate | 83.8% | 66.4%+17.4pp | 74.3%+9.4pp | 67.2%+16.6pp |
| Annual return | 14.88% | 26.70%-11.8pp | 35.69%-20.8pp | 160.62%-145.7pp |
| Employer contribution / active EE | $8,670 | $2,928+196.1% | $3,737+132.0% | $2,670+224.7% |
| Participant deferral / active EE | $6,556 | $3,659+79.2% | $4,878+34.4% | $4,125+58.9% |
| Admin fee / account holder | $18,893 | $5,216+262.2% | $6,730+180.8% | $5,651+234.3% |