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 | $78,510 | $100,004-21.5% | $81,438-3.6% | $145,959-46.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 13.85% | 34.34%-20.5pp | 24.74%-10.9pp | 561.95%-548.1pp |
| Employer contribution / active EE | $10,237 | $2,970+244.7% | $2,460+316.1% | $4,661+119.6% |
| Participant deferral / active EE | $10,910 | $4,603+137.0% | $3,883+181.0% | $6,689+63.1% |
| Admin fee / account holder | $816 | $8,202-90.0% | $5,764-85.8% | $13,398-93.9% |