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 | $101,726 | $124,281-18.1% | $109,143-6.8% | $167,490-39.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 15.82% | 26.04%-10.2pp | 25.75%-9.9pp | 478.56%-462.7pp |
| Employer contribution / active EE | $10,461 | $4,207+148.6% | $3,722+181.1% | $4,837+116.3% |
| Participant deferral / active EE | $4,232 | $5,255-19.5% | $4,653-9.0% | $6,341-33.3% |
| Admin fee / account holder | $674 | $7,970-91.5% | $6,752-90.0% | $12,309-94.5% |