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 | $61,191 | $217,402-71.9% | $185,823-67.1% | $167,490-63.5% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 20.53% | 148.36%-127.8pp | 122.05%-101.5pp | 478.56%-458.0pp |
| Employer contribution / active EE | $8,644 | $5,873+47.2% | $5,167+67.3% | $4,837+78.7% |
| Participant deferral / active EE | $4,470 | $6,356-29.7% | $5,568-19.7% | $6,341-29.5% |
| Admin fee / account holder | $1,909 | $19,811-90.4% | $16,237-88.2% | $12,309-84.5% |