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 | $70,215 | $154,117-54.4% | $129,995-46.0% | $139,434-49.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 20.87% | 32.48%-11.6pp | -137.18%+158.0pp | 372.94%-352.1pp |
| Employer contribution / active EE | $9,045 | $5,289+71.0% | $4,320+109.4% | $4,751+90.4% |
| Participant deferral / active EE | $13,625 | $6,710+103.1% | $5,820+134.1% | $6,710+103.0% |
| Admin fee / account holder | $3,218 | $14,007-77.0% | $10,614-69.7% | $11,403-71.8% |