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 | $201,100 | $177,572+13.2% | $154,803+29.9% | $142,382+41.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 33.37% | 65.07%-31.7pp | 58.88%-25.5pp | 217.08%-183.7pp |
| Employer contribution / active EE | $2,694 | $4,810-44.0% | $4,305-37.4% | $4,299-37.3% |
| Participant deferral / active EE | $12,521 | $6,272+99.6% | $5,540+126.0% | $6,507+92.4% |
| Admin fee / account holder | $1,636 | $16,786-90.3% | $14,329-88.6% | $12,624-87.0% |