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 | $144,982 | $185,822-22.0% | $169,993-14.7% | $139,434+4.0% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 17.36% | 60.50%-43.1pp | 53.37%-36.0pp | 372.94%-355.6pp |
| Employer contribution / active EE | $3,840 | $7,590-49.4% | $6,785-43.4% | $4,751-19.2% |
| Participant deferral / active EE | $7,983 | $11,622-31.3% | $10,408-23.3% | $6,710+19.0% |
| Admin fee / account holder | $10,486 | $15,381-31.8% | $12,815-18.2% | $11,403-8.0% |