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 | $160,798 | $118,427+35.8% | $66,042+143.5% | $142,382+12.9% |
| Participation rate | 100.0% | 68.1%+31.9pp | 67.5%+32.5pp | 80.1%+19.9pp |
| Annual return | 8.23% | 35.57%-27.3pp | 52.11%-43.9pp | 217.08%-208.8pp |
| Employer contribution / active EE | $13,829 | $2,570+438.2% | $1,579+775.7% | $4,299+221.7% |
| Participant deferral / active EE | $9,831 | $4,311+128.0% | $2,835+246.7% | $6,507+51.1% |
| Admin fee / account holder | $8,511 | $9,593-11.3% | $5,747+48.1% | $12,624-32.6% |