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 | $87,466 | $183,963-52.5% | $162,163-46.1% | $152,861-42.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 26.66% | 150.76%-124.1pp | 115.59%-88.9pp | 345.32%-318.7pp |
| Employer contribution / active EE | $2,642 | $6,371-58.5% | $5,614-52.9% | $4,762-44.5% |
| Participant deferral / active EE | $4,370 | $8,034-45.6% | $7,298-40.1% | $5,850-25.3% |
| Admin fee / account holder | $5,608 | $13,121-57.3% | $10,843-48.3% | $11,596-51.6% |