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 | $142,551 | $80,717+76.6% | $154,803-7.9% | $84,808+68.1% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 29.85% | 37.96%-8.1pp | 58.88%-29.0pp | 40.90%-11.0pp |
| Employer contribution / active EE | $3,251 | $2,761+17.7% | $4,305-24.5% | $2,631+23.6% |
| Participant deferral / active EE | $7,843 | $3,303+137.4% | $5,540+41.6% | $4,212+86.2% |
| Admin fee / account holder | $16,147 | $6,746+139.4% | $14,329+12.7% | $7,344+119.9% |