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 | $123,252 | $115,770+6.5% | $101,248+21.7% | $158,922-22.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 8.07% | 56.14%-48.1pp | 46.47%-38.4pp | 302.83%-294.8pp |
| Employer contribution / active EE | $5,604 | $4,175+34.2% | $3,660+53.1% | $4,761+17.7% |
| Participant deferral / active EE | $9,380 | $4,957+89.2% | $4,370+114.6% | $5,982+56.8% |
| Admin fee / account holder | $323 | $7,245-95.5% | $5,945-94.6% | $11,246-97.1% |