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 | $118,212 | $202,432-41.6% | $169,368-30.2% | $139,434-15.2% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 20.72% | 531.74%-511.0pp | 405.60%-384.9pp | 372.94%-352.2pp |
| Employer contribution / active EE | $2,527 | $4,692-46.1% | $4,013-37.0% | $4,751-46.8% |
| Participant deferral / active EE | $3,422 | $6,938-50.7% | $6,221-45.0% | $6,710-49.0% |
| Admin fee / account holder | $1,524 | $10,708-85.8% | $9,003-83.1% | $11,403-86.6% |