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 | $225,186 | $209,411+7.5% | $178,490+26.2% | $158,922+41.7% |
| Participation rate | 71.4% | 86.3%-14.9pp | 81.9%-10.5pp | 82.0%-10.5pp |
| Annual return | 8.99% | 188.75%-179.8pp | 151.07%-142.1pp | 302.83%-293.8pp |
| Employer contribution / active EE | $1,581 | $5,706-72.3% | $5,011-68.5% | $4,761-66.8% |
| Participant deferral / active EE | $5,163 | $5,954-13.3% | $5,202-0.7% | $5,982-13.7% |
| Admin fee / account holder | $3,817 | $17,074-77.6% | $13,984-72.7% | $11,246-66.1% |