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 | $79,615 | $100,773-21.0% | $88,946-10.5% | $142,382-44.1% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 13.12% | 70.18%-57.1pp | 57.82%-44.7pp | 217.08%-204.0pp |
| Employer contribution / active EE | $4,820 | $2,918+65.2% | $2,555+88.6% | $4,299+12.1% |
| Participant deferral / active EE | $6,631 | $5,230+26.8% | $4,581+44.7% | $6,507+1.9% |
| Admin fee / account holder | $13,461 | $9,693+38.9% | $8,261+62.9% | $12,624+6.6% |