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 | $146,973 | $154,117-4.6% | $129,995+13.1% | $139,434+5.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 18.76% | 32.48%-13.7pp | -137.18%+155.9pp | 372.94%-354.2pp |
| Employer contribution / active EE | $9,167 | $5,289+73.3% | $4,320+112.2% | $4,751+93.0% |
| Participant deferral / active EE | $15,557 | $6,710+131.8% | $5,820+167.3% | $6,710+131.8% |
| Admin fee / account holder | $8,110 | $14,007-42.1% | $10,614-23.6% | $11,403-28.9% |