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 | $189,684 | $111,754+69.7% | $103,333+83.6% | $145,922+30.0% |
| Participation rate | 73.3% | 77.9%-4.6pp | 74.5%-1.2pp | 80.3%-6.9pp |
| Annual return | 10.79% | 24.77%-14.0pp | 24.88%-14.1pp | 561.29%-550.5pp |
| Employer contribution / active EE | $4,147 | $4,212-1.6% | $3,868+7.2% | $4,660-11.0% |
| Participant deferral / active EE | $13,790 | $5,619+145.4% | $5,057+172.7% | $6,688+106.2% |
| Admin fee / account holder | $310 | $9,750-96.8% | $8,355-96.3% | $13,397-97.7% |