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 | $37,662 | $209,411-82.0% | $178,490-78.9% | $158,922-76.3% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 12.51% | 188.75%-176.2pp | 151.07%-138.6pp | 302.83%-290.3pp |
| Employer contribution / active EE | $3,981 | $5,706-30.2% | $5,011-20.6% | $4,761-16.4% |
| Participant deferral / active EE | $12,029 | $5,954+102.0% | $5,202+131.3% | $5,982+101.1% |
| Admin fee / account holder | $29,045 | $17,074+70.1% | $13,984+107.7% | $11,246+158.3% |