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 | $86,404 | $183,963-53.0% | $162,163-46.7% | $152,861-43.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 21.85% | 150.76%-128.9pp | 115.59%-93.7pp | 345.32%-323.5pp |
| Employer contribution / active EE | $2,631 | $6,371-58.7% | $5,614-53.1% | $4,762-44.8% |
| Participant deferral / active EE | $6,704 | $8,034-16.5% | $7,298-8.1% | $5,850+14.6% |
| Admin fee / account holder | $357 | $13,121-97.3% | $10,843-96.7% | $11,596-96.9% |