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 8-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 | $141,196 | $175,202-19.4% | $149,673-5.7% | $139,434+1.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 23.20% | 166.71%-143.5pp | 134.42%-111.2pp | 372.94%-349.7pp |
| Employer contribution / active EE | $2,618 | $5,474-52.2% | $4,818-45.7% | $4,751-44.9% |
| Participant deferral / active EE | $6,444 | $6,519-1.1% | $5,680+13.5% | $6,710-4.0% |
| Admin fee / account holder | $602 | $16,150-96.3% | $13,210-95.4% | $11,403-94.7% |