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 | $50,380 | $159,901-68.5% | $146,958-65.7% | $145,922-65.5% |
| Participation rate | 72.2% | 84.0%-11.8pp | 82.2%-9.9pp | 80.3%-8.1pp |
| Annual return | 17.98% | 98.13%-80.2pp | 418.34%-400.4pp | 561.29%-543.3pp |
| Employer contribution / active EE | $8,790 | $5,286+66.3% | $4,933+78.2% | $4,660+88.6% |
| Participant deferral / active EE | $16,580 | $8,428+96.7% | $8,070+105.5% | $6,688+147.9% |
| Admin fee / account holder | $4,759 | $15,044-68.4% | $12,998-63.4% | $13,397-64.5% |