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 | $76,875 | $112,729-31.8% | $98,716-22.1% | $137,256-44.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 19.45% | 38.48%-19.0pp | 31.81%-12.4pp | 220.34%-200.9pp |
| Employer contribution / active EE | $2,028 | $2,725-25.6% | $2,279-11.0% | $4,156-51.2% |
| Participant deferral / active EE | $7,243 | $4,640+56.1% | $4,048+78.9% | $6,407+13.1% |
| Admin fee / account holder | $395 | $10,129-96.1% | $8,703-95.5% | $12,270-96.8% |