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 | $179,379 | $227,553-21.2% | $189,557-5.4% | $167,490+7.1% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 17.38% | 78.40%-61.0pp | 64.17%-46.8pp | 478.56%-461.2pp |
| Employer contribution / active EE | $3,120 | $5,316-41.3% | $4,412-29.3% | $4,837-35.5% |
| Participant deferral / active EE | $19,500 | $7,002+178.5% | $6,174+215.9% | $6,341+207.5% |
| Admin fee / account holder | $747 | $11,878-93.7% | $9,807-92.4% | $12,309-93.9% |