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 | $138,362 | $117,983+17.3% | $101,794+35.9% | $142,382-2.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 31.06% | 36.92%-5.9pp | 30.53%+0.5pp | 217.08%-186.0pp |
| Employer contribution / active EE | $2,417 | $2,773-12.8% | $2,289+5.6% | $4,299-43.8% |
| Participant deferral / active EE | $6,211 | $4,714+31.8% | $4,084+52.1% | $6,507-4.6% |
| Admin fee / account holder | $43,295 | $10,433+315.0% | $8,777+393.3% | $12,624+243.0% |