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 | $29,020 | $138,065-79.0% | $123,544-76.5% | $135,375-78.6% |
| Participation rate | 85.7% | 84.7%+1.0pp | 82.3%+3.4pp | 82.6%+3.1pp |
| Annual return | 120.76% | 153.68%-32.9pp | 119.20%+1.6pp | 519.73%-399.0pp |
| Employer contribution / active EE | $2,415 | $5,151-53.1% | $4,628-47.8% | $4,779-49.5% |
| Participant deferral / active EE | $8,062 | $6,799+18.6% | $6,426+25.5% | $5,609+43.7% |
| Admin fee / account holder | $383 | $10,916-96.5% | $9,284-95.9% | $10,827-96.5% |