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 | $207,784 | $177,572+17.0% | $154,803+34.2% | $142,382+45.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 16.43% | 65.07%-48.6pp | 58.88%-42.5pp | 217.08%-200.6pp |
| Employer contribution / active EE | $4,200 | $4,810-12.7% | $4,305-2.5% | $4,299-2.3% |
| Participant deferral / active EE | $18,478 | $6,272+194.6% | $5,540+233.5% | $6,507+184.0% |
| Admin fee / account holder | $4,766 | $16,786-71.6% | $14,329-66.7% | $12,624-62.2% |