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 6-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 | $165,787 | $117,841+40.7% | $102,423+61.9% | $145,922+13.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 9.57% | 31.65%-22.1pp | 29.32%-19.8pp | 561.29%-551.7pp |
| Employer contribution / active EE | $11,828 | $3,615+227.2% | $3,023+291.2% | $4,660+153.8% |
| Participant deferral / active EE | $10,167 | $5,731+77.4% | $5,053+101.2% | $6,688+52.0% |
| Admin fee / account holder | $1,327 | $13,326-90.0% | $9,451-86.0% | $13,397-90.1% |