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 | $107,003 | $95,266+12.3% | $82,389+29.9% | $142,382-24.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 12.58% | 25.74%-13.2pp | 28.67%-16.1pp | 217.08%-204.5pp |
| Employer contribution / active EE | $3,037 | $2,991+1.5% | $2,517+20.7% | $4,299-29.4% |
| Participant deferral / active EE | $7,669 | $4,809+59.5% | $4,155+84.6% | $6,507+17.9% |
| Admin fee / account holder | $24,215 | $8,563+182.8% | $7,231+234.9% | $12,624+91.8% |