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 | $61,018 | $53,516+14.0% | $126,539-51.8% | $84,808-28.1% |
| Participation rate | 100.0% | 58.2%+41.8pp | 69.8%+30.2pp | 68.3%+31.7pp |
| Annual return | 15.92% | 58.34%-42.4pp | 425.95%-410.0pp | 40.90%-25.0pp |
| Employer contribution / active EE | $3,116 | $1,535+103.0% | $3,674-15.2% | $2,631+18.4% |
| Participant deferral / active EE | $3,526 | $2,671+32.0% | $4,083-13.6% | $4,212-16.3% |
| Admin fee / account holder | $1,548 | $4,497-65.6% | $6,065-74.5% | $7,344-78.9% |