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 | $96,583 | $100,773-4.2% | $88,946+8.6% | $142,382-32.2% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 12.21% | 70.18%-58.0pp | 57.82%-45.6pp | 217.08%-204.9pp |
| Employer contribution / active EE | $4,660 | $2,918+59.7% | $2,555+82.4% | $4,299+8.4% |
| Participant deferral / active EE | $4,750 | $5,230-9.2% | $4,581+3.7% | $6,507-27.0% |
| Admin fee / account holder | $1,921 | $9,693-80.2% | $8,261-76.7% | $12,624-84.8% |