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 | $112,509 | $69,518+61.8% | $59,878+87.9% | $135,375-16.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | 10.47% | 7.94%+2.5pp | 3.46%+7.0pp | 519.73%-509.3pp |
| Employer contribution / active EE | $2,342 | $3,235-27.6% | $2,722-13.9% | $4,779-51.0% |
| Participant deferral / active EE | $5,072 | $4,206+20.6% | $3,402+49.1% | $5,609-9.6% |
| Admin fee / account holder | $1,549 | $5,734-73.0% | $3,590-56.8% | $10,827-85.7% |