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 | $192,816 | $159,901+20.6% | $146,958+31.2% | $145,922+32.1% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 22.97% | 98.13%-75.2pp | 418.34%-395.4pp | 561.29%-538.3pp |
| Employer contribution / active EE | $3,250 | $5,286-38.5% | $4,933-34.1% | $4,660-30.2% |
| Participant deferral / active EE | $6,961 | $8,428-17.4% | $8,070-13.7% | $6,688+4.1% |
| Admin fee / account holder | $1,450 | $15,044-90.4% | $12,998-88.8% | $13,397-89.2% |