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 | $107,615 | $96,956+11.0% | $70,014+53.7% | $273,961-60.7% |
| Participation rate | 100.0% | 77.1%+22.9pp | 71.8%+28.2pp | 83.0%+17.0pp |
| Annual return | 9.92% | 12.93%-3.0pp | 12.99%-3.1pp | 41.45%-31.5pp |
| Employer contribution / active EE | $8,018 | $3,316+141.8% | $2,338+242.9% | $4,869+64.7% |
| Participant deferral / active EE | $9,457 | $3,744+152.6% | $2,931+222.7% | $5,287+78.9% |
| Admin fee / account holder | $413 | $7,934-94.8% | $4,380-90.6% | $10,132-95.9% |