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 | $191,091 | $109,982+73.7% | $97,226+96.5% | $145,922+31.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 9.57% | 242.90%-233.3pp | 75.13%-65.6pp | 561.29%-551.7pp |
| Employer contribution / active EE | $2,366 | $3,084-23.3% | $2,729-13.3% | $4,660-49.2% |
| Participant deferral / active EE | $14,533 | $4,676+210.8% | $4,264+240.8% | $6,688+117.3% |
| Admin fee / account holder | $978 | $6,221-84.3% | $5,654-82.7% | $13,397-92.7% |