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 | $79,378 | $201,272-60.6% | $184,203-56.9% | $145,922-45.6% |
| Participation rate | 90.9% | 87.5%+3.4pp | 86.8%+4.1pp | 80.3%+10.6pp |
| Annual return | 24.96% | 29.00%-4.0pp | 28.81%-3.9pp | 561.29%-536.3pp |
| Employer contribution / active EE | $3,440 | $7,022-51.0% | $6,427-46.5% | $4,660-26.2% |
| Participant deferral / active EE | $8,204 | $9,806-16.3% | $9,131-10.2% | $6,688+22.7% |
| Admin fee / account holder | $1,718 | $16,364-89.5% | $13,901-87.6% | $13,397-87.2% |