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 | $124,273 | $71,809+73.1% | $61,048+103.6% | $152,861-18.7% |
| Participation rate | 100.0% | 84.2%+15.8pp | 79.3%+20.7pp | 82.4%+17.6pp |
| Annual return | 24.98% | 29.74%-4.8pp | 26.18%-1.2pp | 345.32%-320.3pp |
| Employer contribution / active EE | $7,094 | $4,545+56.1% | $3,716+90.9% | $4,762+49.0% |
| Participant deferral / active EE | $4,938 | $5,467-9.7% | $4,470+10.5% | $5,850-15.6% |
| Admin fee / account holder | $659 | $4,750-86.1% | $3,728-82.3% | $11,596-94.3% |