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 | $70,986 | $95,266-25.5% | $82,389-13.8% | $142,382-50.1% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 22.67% | 25.74%-3.1pp | 28.67%-6.0pp | 217.08%-194.4pp |
| Employer contribution / active EE | $6,964 | $2,991+132.8% | $2,517+176.7% | $4,299+62.0% |
| Participant deferral / active EE | $8,706 | $4,809+81.0% | $4,155+109.5% | $6,507+33.8% |
| Admin fee / account holder | $1,917 | $8,563-77.6% | $7,231-73.5% | $12,624-84.8% |