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 | $178,587 | $114,381+56.1% | $107,525+66.1% | $142,382+25.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 18.93% | 242.71%-223.8pp | 181.32%-162.4pp | 217.08%-198.1pp |
| Employer contribution / active EE | $2,462 | $4,015-38.7% | $3,754-34.4% | $4,299-42.7% |
| Participant deferral / active EE | $5,832 | $5,564+4.8% | $5,116+14.0% | $6,507-10.4% |
| Admin fee / account holder | $3,474 | $9,860-64.8% | $8,919-61.1% | $12,624-72.5% |