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 | $59,544 | $96,484-38.3% | $75,886-21.5% | $152,861-61.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.4%+17.6pp |
| Annual return | 26.91% | 33.98%-7.1pp | 30.76%-3.8pp | 345.32%-318.4pp |
| Employer contribution / active EE | $6,239 | $3,309+88.5% | $2,500+149.5% | $4,762+31.0% |
| Participant deferral / active EE | $11,600 | $4,553+154.8% | $3,603+222.0% | $5,850+98.3% |
| Admin fee / account holder | $414 | $8,078-94.9% | $5,418-92.4% | $11,596-96.4% |