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 | $76,467 | $106,515-28.2% | $96,683-20.9% | $139,434-45.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 20.07% | 38.43%-18.4pp | 35.69%-15.6pp | 372.94%-352.9pp |
| Employer contribution / active EE | $2,145 | $4,103-47.7% | $3,737-42.6% | $4,751-54.9% |
| Participant deferral / active EE | $7,906 | $5,454+45.0% | $4,878+62.1% | $6,710+17.8% |
| Admin fee / account holder | $321 | $7,877-95.9% | $6,730-95.2% | $11,403-97.2% |