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 | $85,716 | $148,534-42.3% | $135,903-36.9% | $139,434-38.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 49.55% | 79.19%-29.6pp | 68.23%-18.7pp | 372.94%-323.4pp |
| Employer contribution / active EE | $5,593 | $5,243+6.7% | $4,856+15.2% | $4,751+17.7% |
| Participant deferral / active EE | $15,587 | $8,100+92.4% | $7,758+100.9% | $6,710+132.3% |
| Admin fee / account holder | $1,161 | $12,400-90.6% | $10,762-89.2% | $11,403-89.8% |