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 | $151,528 | $176,056-13.9% | $159,436-5.0% | $167,490-9.5% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 17.22% | 331.75%-314.5pp | 263.57%-246.4pp | 478.56%-461.3pp |
| Employer contribution / active EE | $4,805 | $5,297-9.3% | $4,829-0.5% | $4,837-0.7% |
| Participant deferral / active EE | $21,118 | $7,750+172.5% | $7,352+187.2% | $6,341+233.0% |
| Admin fee / account holder | $718 | $12,554-94.3% | $10,799-93.3% | $12,309-94.2% |