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 | $148,651 | $101,069+47.1% | $81,478+82.4% | $147,584+0.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 17.50% | 32.40%-14.9pp | 38.78%-21.3pp | 578.55%-561.0pp |
| Employer contribution / active EE | $6,119 | $3,205+90.9% | $2,568+138.3% | $4,876+25.5% |
| Participant deferral / active EE | $4,793 | $4,242+13.0% | $3,537+35.5% | $5,439-11.9% |
| Admin fee / account holder | $2,404 | $5,812-58.6% | $4,561-47.3% | $10,885-77.9% |