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 | $215,547 | $209,411+2.9% | $178,490+20.8% | $158,922+35.6% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 29.26% | 188.75%-159.5pp | 151.07%-121.8pp | 302.83%-273.6pp |
| Employer contribution / active EE | $2,247 | $5,706-60.6% | $5,011-55.2% | $4,761-52.8% |
| Participant deferral / active EE | $8,013 | $5,954+34.6% | $5,202+54.1% | $5,982+34.0% |
| Admin fee / account holder | $1,780 | $17,074-89.6% | $13,984-87.3% | $11,246-84.2% |