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 | $199,291 | $178,174+11.9% | $156,181+27.6% | $137,256+45.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 18.53% | 84.19%-65.7pp | 64.87%-46.3pp | 220.34%-201.8pp |
| Employer contribution / active EE | $4,834 | $4,972-2.8% | $4,294+12.6% | $4,156+16.3% |
| Participant deferral / active EE | $9,985 | $6,888+45.0% | $6,132+62.8% | $6,407+55.8% |
| Admin fee / account holder | $14,850 | $17,404-14.7% | $14,586+1.8% | $12,270+21.0% |