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 | $113,501 | $106,749+6.3% | $145,433-22.0% | $82,448+37.7% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 18.63% | 27.59%-9.0pp | 66.58%-47.9pp | 41.64%-23.0pp |
| Employer contribution / active EE | $4,630 | $3,444+34.4% | $4,554+1.6% | $2,551+81.5% |
| Participant deferral / active EE | $10,530 | $6,519+61.5% | $7,897+33.3% | $4,139+154.4% |
| Admin fee / account holder | $1,049 | $8,390-87.5% | $13,129-92.0% | $7,234-85.5% |