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 | $97,846 | $127,065-23.0% | $113,168-13.5% | $142,382-31.3% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 17.28% | 24.03%-6.7pp | 24.27%-7.0pp | 217.08%-199.8pp |
| Employer contribution / active EE | $6,240 | $3,442+81.3% | $2,975+109.7% | $4,299+45.2% |
| Participant deferral / active EE | $5,103 | $5,716-10.7% | $5,107-0.1% | $6,507-21.6% |
| Admin fee / account holder | $3,376 | $15,736-78.5% | $12,068-72.0% | $12,624-73.3% |