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 | $167,397 | $108,912+53.7% | $100,383+66.8% | $145,959+14.7% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 13.24% | 57.96%-44.7pp | 49.26%-36.0pp | 561.95%-548.7pp |
| Employer contribution / active EE | $3,919 | $4,423-11.4% | $3,944-0.6% | $4,661-15.9% |
| Participant deferral / active EE | $10,004 | $8,451+18.4% | $8,086+23.7% | $6,689+49.6% |
| Admin fee / account holder | $1,322 | $9,690-86.4% | $7,900-83.3% | $13,398-90.1% |