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 | $60,991 | $185,822-67.2% | $169,993-64.1% | $139,434-56.3% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 18.63% | 60.50%-41.9pp | 53.37%-34.7pp | 372.94%-354.3pp |
| Employer contribution / active EE | $6,378 | $7,590-16.0% | $6,785-6.0% | $4,751+34.3% |
| Participant deferral / active EE | $7,602 | $11,622-34.6% | $10,408-27.0% | $6,710+13.3% |
| Admin fee / account holder | $336 | $15,381-97.8% | $12,815-97.4% | $11,403-97.1% |