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 | $145,988 | $78,705+85.5% | $117,854+23.9% | $70,131+108.2% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 12.70% | 23.30%-10.6pp | 335.08%-322.4pp | 73.14%-60.4pp |
| Employer contribution / active EE | $2,431 | $2,223+9.4% | $3,786-35.8% | $2,342+3.8% |
| Participant deferral / active EE | $3,385 | $3,297+2.7% | $4,482-24.5% | $3,332+1.6% |
| Admin fee / account holder | $3,752 | $5,065-25.9% | $8,020-53.2% | $4,645-19.2% |