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 | $57,400 | $157,256-63.5% | $141,162-59.3% | $152,861-62.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 19.76% | 64.32%-44.6pp | 71.39%-51.6pp | 345.32%-325.6pp |
| Employer contribution / active EE | $3,370 | $5,261-35.9% | $4,735-28.8% | $4,762-29.2% |
| Participant deferral / active EE | $12,672 | $7,109+78.2% | $6,709+88.9% | $5,850+116.6% |
| Admin fee / account holder | $457 | $12,120-96.2% | $10,261-95.5% | $11,596-96.1% |