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 | $136,083 | $198,466-31.4% | $170,442-20.2% | $147,584-7.8% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 23.37% | 257.29%-233.9pp | 205.93%-182.6pp | 578.55%-555.2pp |
| Employer contribution / active EE | $2,500 | $6,184-59.6% | $5,433-54.0% | $4,876-48.7% |
| Participant deferral / active EE | $5,838 | $5,629+3.7% | $4,939+18.2% | $5,439+7.3% |
| Admin fee / account holder | $356 | $16,852-97.9% | $13,880-97.4% | $10,885-96.7% |