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 | $84,696 | $74,888+13.1% | $71,209+18.9% | $142,382-40.5% |
| Participation rate | 93.8% | 76.2%+17.5pp | 73.8%+20.0pp | 80.1%+13.6pp |
| Annual return | 38.04% | 345.14%-307.1pp | 282.51%-244.5pp | 217.08%-179.0pp |
| Employer contribution / active EE | $2,469 | $2,854-13.5% | $2,721-9.3% | $4,299-42.6% |
| Participant deferral / active EE | $8,476 | $4,454+90.3% | $4,175+103.0% | $6,507+30.3% |
| Admin fee / account holder | $2,394 | $5,568-57.0% | $5,349-55.2% | $12,624-81.0% |