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 | $108,458 | $217,402-50.1% | $185,823-41.6% | $167,490-35.2% |
| Participation rate | 90.0% | 86.0%+4.0pp | 81.7%+8.3pp | 82.1%+7.9pp |
| Annual return | 23.06% | 148.36%-125.3pp | 122.05%-99.0pp | 478.56%-455.5pp |
| Employer contribution / active EE | $2,143 | $5,873-63.5% | $5,167-58.5% | $4,837-55.7% |
| Participant deferral / active EE | $4,881 | $6,356-23.2% | $5,568-12.3% | $6,341-23.0% |
| Admin fee / account holder | $3,792 | $19,811-80.9% | $16,237-76.6% | $12,309-69.2% |