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 | $173,583 | $104,251+66.5% | $91,001+90.7% | $147,584+17.6% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 15.63% | 27.06%-11.4pp | 4.60%+11.0pp | 578.55%-562.9pp |
| Employer contribution / active EE | $1,856 | $3,116-40.4% | $2,456-24.4% | $4,876-61.9% |
| Participant deferral / active EE | $1,860 | $4,195-55.7% | $3,547-47.6% | $5,439-65.8% |
| Admin fee / account holder | $4,500 | $8,948-49.7% | $5,417-16.9% | $10,885-58.7% |