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 | $124,284 | $117,841+5.5% | $102,423+21.3% | $145,922-14.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 17.26% | 31.65%-14.4pp | 29.32%-12.1pp | 561.29%-544.0pp |
| Employer contribution / active EE | $5,972 | $3,615+65.2% | $3,023+97.5% | $4,660+28.2% |
| Participant deferral / active EE | $17,515 | $5,731+205.6% | $5,053+246.6% | $6,688+161.9% |
| Admin fee / account holder | $496 | $13,326-96.3% | $9,451-94.8% | $13,397-96.3% |