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 6-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 | $97,893 | $106,515-8.1% | $96,683+1.3% | $139,434-29.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 30.23% | 38.43%-8.2pp | 35.69%-5.5pp | 372.94%-342.7pp |
| Employer contribution / active EE | $9,291 | $4,103+126.4% | $3,737+148.6% | $4,751+95.6% |
| Participant deferral / active EE | $12,411 | $5,454+127.6% | $4,878+154.4% | $6,710+85.0% |
| Admin fee / account holder | $2,408 | $7,877-69.4% | $6,730-64.2% | $11,403-78.9% |