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 | $196,275 | $159,901+22.7% | $146,958+33.6% | $145,922+34.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 17.98% | 98.13%-80.1pp | 418.34%-400.4pp | 561.29%-543.3pp |
| Employer contribution / active EE | $8,110 | $5,286+53.4% | $4,933+64.4% | $4,660+74.0% |
| Participant deferral / active EE | $7,477 | $8,428-11.3% | $8,070-7.3% | $6,688+11.8% |
| Admin fee / account holder | $2,605 | $15,044-82.7% | $12,998-80.0% | $13,397-80.6% |