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 | $136,500 | $198,466-31.2% | $170,442-19.9% | $147,584-7.5% |
| Participation rate | 93.3% | 88.0%+5.4pp | 83.6%+9.7pp | 82.8%+10.5pp |
| Annual return | 19.37% | 257.29%-237.9pp | 205.93%-186.6pp | 578.55%-559.2pp |
| Employer contribution / active EE | $11,797 | $6,184+90.8% | $5,433+117.2% | $4,876+141.9% |
| Participant deferral / active EE | $7,814 | $5,629+38.8% | $4,939+58.2% | $5,439+43.7% |
| Admin fee / account holder | $5,497 | $16,852-67.4% | $13,880-60.4% | $10,885-49.5% |