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 | $75,533 | $165,335-54.3% | $149,696-49.5% | $158,922-52.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 41.29% | 348.15%-306.9pp | 276.60%-235.3pp | 302.83%-261.5pp |
| Employer contribution / active EE | $9,272 | $5,103+81.7% | $4,644+99.6% | $4,761+94.7% |
| Participant deferral / active EE | $7,778 | $7,181+8.3% | $6,842+13.7% | $5,982+30.0% |
| Admin fee / account holder | $8,592 | $10,807-20.5% | $9,309-7.7% | $11,246-23.6% |