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 | $122,245 | $148,534-17.7% | $135,903-10.0% | $139,434-12.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 17.47% | 79.19%-61.7pp | 68.23%-50.8pp | 372.94%-355.5pp |
| Employer contribution / active EE | $12,143 | $5,243+131.6% | $4,856+150.1% | $4,751+155.6% |
| Participant deferral / active EE | $11,341 | $8,100+40.0% | $7,758+46.2% | $6,710+69.0% |
| Admin fee / account holder | $1,324 | $12,400-89.3% | $10,762-87.7% | $11,403-88.4% |