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 | $129,315 | $117,983+9.6% | $101,794+27.0% | $142,382-9.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 14.02% | 36.92%-22.9pp | 30.53%-16.5pp | 217.08%-203.1pp |
| Employer contribution / active EE | $21,367 | $2,773+670.6% | $2,289+833.5% | $4,299+397.0% |
| Participant deferral / active EE | $6,516 | $4,714+38.2% | $4,084+59.5% | $6,507+0.1% |
| Admin fee / account holder | $10,853 | $10,433+4.0% | $8,777+23.6% | $12,624-14.0% |