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 | $113,531 | $102,616+10.6% | $81,983+38.5% | $158,922-28.6% |
| Participation rate | 82.4% | 75.5%+6.8pp | 69.2%+13.1pp | 82.0%+0.4pp |
| Annual return | 15.26% | 61.04%-45.8pp | 41.31%-26.1pp | 302.83%-287.6pp |
| Employer contribution / active EE | $1,773 | $3,240-45.3% | $2,498-29.0% | $4,761-62.8% |
| Participant deferral / active EE | $4,307 | $4,648-7.3% | $3,722+15.7% | $5,982-28.0% |
| Admin fee / account holder | $10,742 | $8,235+30.5% | $5,664+89.7% | $11,246-4.5% |