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 | $72,599 | $214,378-66.1% | $200,582-63.8% | $142,382-49.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 13.40% | 46.41%-33.0pp | 42.33%-28.9pp | 217.08%-203.7pp |
| Employer contribution / active EE | $3,200 | $6,841-53.2% | $6,419-50.1% | $4,299-25.6% |
| Participant deferral / active EE | $6,622 | $9,865-32.9% | $9,331-29.0% | $6,507+1.8% |
| Admin fee / account holder | $13,058 | $17,692-26.2% | $16,305-19.9% | $12,624+3.4% |