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 | $71,765 | $226,064-68.3% | $182,532-60.7% | $152,861-53.1% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 25.86% | 192.51%-166.6pp | 148.54%-122.7pp | 345.32%-319.5pp |
| Employer contribution / active EE | $2,509 | $4,978-49.6% | $4,076-38.4% | $4,762-47.3% |
| Participant deferral / active EE | $4,054 | $6,368-36.3% | $5,524-26.6% | $5,850-30.7% |
| Admin fee / account holder | $1,230 | $10,703-88.5% | $8,592-85.7% | $11,596-89.4% |