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 | $161,308 | $99,877+61.5% | $84,966+89.8% | $145,922+10.5% |
| Participation rate | 95.8% | 74.1%+21.7pp | 67.5%+28.3pp | 80.3%+15.6pp |
| Annual return | 44.35% | 83.76%-39.4pp | 66.38%-22.0pp | 561.29%-516.9pp |
| Employer contribution / active EE | $1,309 | $3,231-59.5% | $2,727-52.0% | $4,660-71.9% |
| Participant deferral / active EE | $4,846 | $5,291-8.4% | $4,519+7.2% | $6,688-27.5% |
| Admin fee / account holder | $1,263 | $7,248-82.6% | $6,149-79.5% | $13,397-90.6% |