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 | $195,851 | $107,791+81.7% | $90,645+116.1% | $135,375+44.7% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | 7.94% | -0.90%+8.8pp | 1.88%+6.1pp | 519.73%-511.8pp |
| Employer contribution / active EE | $4,168 | $3,018+38.1% | $2,532+64.6% | $4,779-12.8% |
| Participant deferral / active EE | $5,380 | $3,872+38.9% | $3,425+57.1% | $5,609-4.1% |
| Admin fee / account holder | $6,775 | $5,930+14.2% | $4,994+35.7% | $10,827-37.4% |