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 | $70,379 | $117,841-40.3% | $102,423-31.3% | $145,922-51.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 14.06% | 31.65%-17.6pp | 29.32%-15.3pp | 561.29%-547.2pp |
| Employer contribution / active EE | $9,908 | $3,615+174.1% | $3,023+227.7% | $4,660+112.6% |
| Participant deferral / active EE | $32,188 | $5,731+461.7% | $5,053+537.0% | $6,688+381.3% |
| Admin fee / account holder | $1,141 | $13,326-91.4% | $9,451-87.9% | $13,397-91.5% |