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 | $97,845 | $185,822-47.3% | $169,993-42.4% | $139,434-29.8% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 13.68% | 60.50%-46.8pp | 53.37%-39.7pp | 372.94%-359.3pp |
| Employer contribution / active EE | $3,026 | $7,590-60.1% | $6,785-55.4% | $4,751-36.3% |
| Participant deferral / active EE | $20,000 | $11,622+72.1% | $10,408+92.2% | $6,710+198.1% |
| Admin fee / account holder | $749 | $15,381-95.1% | $12,815-94.2% | $11,403-93.4% |