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 | $51,068 | $884,045-94.2% | $453,369-88.7% | $167,490-69.5% |
| Participation rate | 100.0% | 81.6%+18.4pp | 78.0%+22.0pp | 82.1%+17.9pp |
| Annual return | 20.85% | 29.49%-8.6pp | 64.40%-43.5pp | 478.56%-457.7pp |
| Employer contribution / active EE | $3,570 | $5,538-35.5% | $4,070-12.3% | $4,837-26.2% |
| Participant deferral / active EE | $10,156 | $7,898+28.6% | $6,209+63.6% | $6,341+60.2% |
| Admin fee / account holder | $619 | $22,063-97.2% | $11,209-94.5% | $12,309-95.0% |