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 | $232,251 | $884,045-73.7% | $453,369-48.8% | $167,490+38.7% |
| Participation rate | 75.0% | 81.6%-6.6pp | 78.0%-3.0pp | 82.1%-7.1pp |
| Annual return | 34.53% | 29.49%+5.0pp | 64.40%-29.9pp | 478.56%-444.0pp |
| Employer contribution / active EE | $16,555 | $5,538+198.9% | $4,070+306.7% | $4,837+242.2% |
| Participant deferral / active EE | $14,424 | $7,898+82.6% | $6,209+132.3% | $6,341+127.5% |
| Admin fee / account holder | $2,161 | $22,063-90.2% | $11,209-80.7% | $12,309-82.4% |