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 | $82,148 | $226,064-63.7% | $182,532-55.0% | $152,861-46.3% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 13.94% | 192.51%-178.6pp | 148.54%-134.6pp | 345.32%-331.4pp |
| Employer contribution / active EE | $2,838 | $4,978-43.0% | $4,076-30.4% | $4,762-40.4% |
| Participant deferral / active EE | $8,333 | $6,368+30.9% | $5,524+50.8% | $5,850+42.4% |
| Admin fee / account holder | $559 | $10,703-94.8% | $8,592-93.5% | $11,596-95.2% |