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 | $157,148 | $142,405+10.4% | $115,157+36.5% | $152,861+2.8% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.4%+17.6pp |
| Annual return | 19.18% | 41.48%-22.3pp | 35.60%-16.4pp | 345.32%-326.1pp |
| Employer contribution / active EE | $2,385 | $4,010-40.5% | $3,179-25.0% | $4,762-49.9% |
| Participant deferral / active EE | $8,966 | $5,164+73.6% | $4,168+115.1% | $5,850+53.3% |
| Admin fee / account holder | $354 | $8,462-95.8% | $7,088-95.0% | $11,596-96.9% |