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 | $66,670 | $101,724-34.5% | $164,813-59.5% | $80,856-17.5% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 12.93% | 16.72%-3.8pp | 69.93%-57.0pp | 35.59%-22.7pp |
| Employer contribution / active EE | $7,819 | $2,953+164.7% | $4,341+80.1% | $2,755+183.8% |
| Participant deferral / active EE | $6,113 | $4,477+36.5% | $6,031+1.4% | $4,296+42.3% |
| Admin fee / account holder | $350 | $8,227-95.7% | $12,690-97.2% | $6,918-94.9% |