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 | $85,288 | $185,822-54.1% | $169,993-49.8% | $139,434-38.8% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 26.14% | 60.50%-34.4pp | 53.37%-27.2pp | 372.94%-346.8pp |
| Employer contribution / active EE | $5,349 | $7,590-29.5% | $6,785-21.2% | $4,751+12.6% |
| Participant deferral / active EE | $13,414 | $11,622+15.4% | $10,408+28.9% | $6,710+99.9% |
| Admin fee / account holder | $4,488 | $15,381-70.8% | $12,815-65.0% | $11,403-60.6% |