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 | $189,079 | $117,841+60.5% | $102,423+84.6% | $145,922+29.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 14.30% | 31.65%-17.4pp | 29.32%-15.0pp | 561.29%-547.0pp |
| Employer contribution / active EE | $1,000 | $3,615-72.3% | $3,023-66.9% | $4,660-78.5% |
| Participant deferral / active EE | $8,119 | $5,731+41.7% | $5,053+60.7% | $6,688+21.4% |
| Admin fee / account holder | $832 | $13,326-93.8% | $9,451-91.2% | $13,397-93.8% |