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 | $159,631 | $138,065+15.6% | $123,544+29.2% | $135,375+17.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 9.14% | 153.68%-144.5pp | 119.20%-110.1pp | 519.73%-510.6pp |
| Employer contribution / active EE | $4,038 | $5,151-21.6% | $4,628-12.7% | $4,779-15.5% |
| Participant deferral / active EE | $8,179 | $6,799+20.3% | $6,426+27.3% | $5,609+45.8% |
| Admin fee / account holder | $4,565 | $10,916-58.2% | $9,284-50.8% | $10,827-57.8% |