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 | $117,037 | $103,376+13.2% | $87,100+34.4% | $152,861-23.4% |
| Participation rate | 94.7% | 79.3%+15.4pp | 76.9%+17.9pp | 82.4%+12.3pp |
| Annual return | 20.82% | 28.10%-7.3pp | 28.19%-7.4pp | 345.32%-324.5pp |
| Employer contribution / active EE | $1,457 | $3,220-54.7% | $2,521-42.2% | $4,762-69.4% |
| Participant deferral / active EE | $5,207 | $4,778+9.0% | $4,049+28.6% | $5,850-11.0% |
| Admin fee / account holder | $27,915 | $12,205+128.7% | $7,497+272.4% | $11,596+140.7% |