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 | $84,467 | $94,625-10.7% | $116,228-27.3% | $84,808-0.4% |
| Participation rate | 100.0% | 70.4%+29.6pp | 74.6%+25.4pp | 68.3%+31.7pp |
| Annual return | 18.97% | 20.40%-1.4pp | 90.06%-71.1pp | 40.90%-21.9pp |
| Employer contribution / active EE | $3,325 | $2,347+41.7% | $2,994+11.0% | $2,631+26.4% |
| Participant deferral / active EE | $9,545 | $3,972+140.3% | $4,953+92.7% | $4,212+126.6% |
| Admin fee / account holder | $2,115 | $10,091-79.0% | $11,989-82.4% | $7,344-71.2% |