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 | $137,510 | $93,024+47.8% | $77,024+78.5% | $134,475+2.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | 8.92% | 62.60%-53.7pp | 42.32%-33.4pp | 417.96%-409.0pp |
| Employer contribution / active EE | $771 | $3,418-77.5% | $2,812-72.6% | $4,740-83.7% |
| Participant deferral / active EE | $1,178 | $5,238-77.5% | $4,426-73.4% | $6,400-81.6% |
| Admin fee / account holder | $12,787 | $6,944+84.1% | $5,425+135.7% | $11,426+11.9% |