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 | $51,898 | $217,402-76.1% | $185,823-72.1% | $167,490-69.0% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 15.90% | 148.36%-132.5pp | 122.05%-106.2pp | 478.56%-462.7pp |
| Employer contribution / active EE | $7,268 | $5,873+23.7% | $5,167+40.7% | $4,837+50.2% |
| Participant deferral / active EE | $3,353 | $6,356-47.2% | $5,568-39.8% | $6,341-47.1% |
| Admin fee / account holder | $829 | $19,811-95.8% | $16,237-94.9% | $12,309-93.3% |