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 | $208,481 | $227,553-8.4% | $189,557+10.0% | $167,490+24.5% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 20.84% | 78.40%-57.6pp | 64.17%-43.3pp | 478.56%-457.7pp |
| Employer contribution / active EE | $2,027 | $5,316-61.9% | $4,412-54.1% | $4,837-58.1% |
| Participant deferral / active EE | $4,254 | $7,002-39.2% | $6,174-31.1% | $6,341-32.9% |
| Admin fee / account holder | $999 | $11,878-91.6% | $9,807-89.8% | $12,309-91.9% |