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 | $13,294 | $102,966-87.1% | $90,281-85.3% | $152,861-91.3% |
| Participation rate | 90.0% | 75.9%+14.1pp | 73.3%+16.7pp | 82.4%+7.6pp |
| Annual return | 22.84% | 95.16%-72.3pp | 78.10%-55.3pp | 345.32%-322.5pp |
| Employer contribution / active EE | $6,728 | $3,139+114.3% | $2,854+135.7% | $4,762+41.3% |
| Participant deferral / active EE | $4,927 | $4,281+15.1% | $3,885+26.8% | $5,850-15.8% |
| Admin fee / account holder | $9,802 | $6,171+58.9% | $5,351+83.2% | $11,596-15.5% |