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 | $206,253 | $180,749+14.1% | $160,784+28.3% | $137,256+50.3% |
| Participation rate | 75.0% | 80.0%-5.0pp | 77.0%-2.0pp | 80.0%-5.0pp |
| Annual return | 17.30% | 2234.46%-2217.2pp | 1803.92%-1786.6pp | 220.34%-203.0pp |
| Employer contribution / active EE | $3,173 | $4,155-23.6% | $3,733-15.0% | $4,156-23.7% |
| Participant deferral / active EE | $11,399 | $6,844+66.6% | $6,293+81.1% | $6,407+77.9% |
| Admin fee / account holder | $2,102 | $10,397-79.8% | $9,717-78.4% | $12,270-82.9% |