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 | $140,400 | $165,335-15.1% | $149,696-6.2% | $158,922-11.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 26.35% | 348.15%-321.8pp | 276.60%-250.3pp | 302.83%-276.5pp |
| Employer contribution / active EE | $14,621 | $5,103+186.5% | $4,644+214.8% | $4,761+207.1% |
| Participant deferral / active EE | $8,067 | $7,181+12.3% | $6,842+17.9% | $5,982+34.9% |
| Admin fee / account holder | $2,237 | $10,807-79.3% | $9,309-76.0% | $11,246-80.1% |