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 | $89,076 | $109,413-18.6% | $156,263-43.0% | $84,808+5.0% |
| Participation rate | 100.0% | 72.7%+27.3pp | 78.9%+21.1pp | 68.3%+31.7pp |
| Annual return | 15.67% | 20.18%-4.5pp | 59.47%-43.8pp | 40.90%-25.2pp |
| Employer contribution / active EE | $3,651 | $2,907+25.6% | $4,333-15.7% | $2,631+38.8% |
| Participant deferral / active EE | $8,212 | $4,590+78.9% | $6,158+33.3% | $4,212+95.0% |
| Admin fee / account holder | $1,040 | $9,357-88.9% | $14,255-92.7% | $7,344-85.8% |