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 | $187,346 | $159,602+17.4% | $150,045+24.9% | $142,382+31.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 29.67% | 70.24%-40.6pp | 62.55%-32.9pp | 217.08%-187.4pp |
| Employer contribution / active EE | $6,331 | $4,961+27.6% | $4,693+34.9% | $4,299+47.3% |
| Participant deferral / active EE | $15,919 | $8,310+91.6% | $7,997+99.1% | $6,507+144.6% |
| Admin fee / account holder | $10,109 | $14,846-31.9% | $13,435-24.8% | $12,624-19.9% |