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 | $77,050 | $84,233-8.5% | $170,442-54.8% | $70,131+9.9% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 13.47% | 23.06%-9.6pp | 205.93%-192.5pp | 73.14%-59.7pp |
| Employer contribution / active EE | $1,782 | $3,387-47.4% | $5,433-67.2% | $2,342-23.9% |
| Participant deferral / active EE | $3,963 | $3,086+28.4% | $4,939-19.8% | $3,332+18.9% |
| Admin fee / account holder | $342 | $5,698-94.0% | $13,880-97.5% | $4,645-92.6% |