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 | $92,384 | $159,602-42.1% | $150,045-38.4% | $142,382-35.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 45.54% | 70.24%-24.7pp | 62.55%-17.0pp | 217.08%-171.5pp |
| Employer contribution / active EE | $3,076 | $4,961-38.0% | $4,693-34.5% | $4,299-28.5% |
| Participant deferral / active EE | $20,418 | $8,310+145.7% | $7,997+155.3% | $6,507+213.8% |
| Admin fee / account holder | $4,845 | $14,846-67.4% | $13,435-63.9% | $12,624-61.6% |