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 | $108,251 | $214,378-49.5% | $200,582-46.0% | $142,382-24.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 21.43% | 46.41%-25.0pp | 42.33%-20.9pp | 217.08%-195.6pp |
| Employer contribution / active EE | $15,069 | $6,841+120.3% | $6,419+134.8% | $4,299+250.5% |
| Participant deferral / active EE | $14,327 | $9,865+45.2% | $9,331+53.5% | $6,507+120.2% |
| Admin fee / account holder | $1,184 | $17,692-93.3% | $16,305-92.7% | $12,624-90.6% |