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 | $211,684 | $227,553-7.0% | $189,557+11.7% | $167,490+26.4% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 9.47% | 78.40%-68.9pp | 64.17%-54.7pp | 478.56%-469.1pp |
| Employer contribution / active EE | $2,584 | $5,316-51.4% | $4,412-41.4% | $4,837-46.6% |
| Participant deferral / active EE | $12,076 | $7,002+72.5% | $6,174+95.6% | $6,341+90.4% |
| Admin fee / account holder | $1,490 | $11,878-87.5% | $9,807-84.8% | $12,309-87.9% |