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 | $163,685 | $111,754+46.5% | $103,333+58.4% | $145,922+12.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 16.20% | 24.77%-8.6pp | 24.88%-8.7pp | 561.29%-545.1pp |
| Employer contribution / active EE | $9,808 | $4,212+132.8% | $3,868+153.6% | $4,660+110.5% |
| Participant deferral / active EE | $10,190 | $5,619+81.4% | $5,057+101.5% | $6,688+52.4% |
| Admin fee / account holder | $8,125 | $9,750-16.7% | $8,355-2.7% | $13,397-39.3% |