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 | $135,683 | $117,859+15.1% | $102,438+32.5% | $145,959-7.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 11.44% | 31.72%-20.3pp | 29.37%-17.9pp | 561.95%-550.5pp |
| Employer contribution / active EE | $9,903 | $3,615+173.9% | $3,024+227.5% | $4,661+112.5% |
| Participant deferral / active EE | $9,822 | $5,732+71.3% | $5,054+94.4% | $6,689+46.8% |
| Admin fee / account holder | $19,743 | $13,318+48.2% | $9,448+109.0% | $13,398+47.4% |