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 | $169,698 | $97,044+74.9% | $83,333+103.6% | $135,375+25.4% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | 1.03% | 12.31%-11.3pp | 10.63%-9.6pp | 519.73%-518.7pp |
| Employer contribution / active EE | $3,399 | $4,143-17.9% | $3,379+0.6% | $4,779-28.9% |
| Participant deferral / active EE | $9,015 | $5,964+51.1% | $5,565+62.0% | $5,609+60.7% |
| Admin fee / account holder | $896 | $8,380-89.3% | $7,510-88.1% | $10,827-91.7% |