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 | $157,938 | $72,071+119.1% | $68,368+131.0% | $137,256+15.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 16.55% | 353.14%-336.6pp | 292.57%-276.0pp | 220.34%-203.8pp |
| Employer contribution / active EE | $3,846 | $2,788+37.9% | $2,649+45.2% | $4,156-7.5% |
| Participant deferral / active EE | $9,000 | $4,410+104.1% | $4,123+118.3% | $6,407+40.5% |
| Admin fee / account holder | $1,054 | $5,336-80.3% | $5,150-79.5% | $12,270-91.4% |