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 | $243,058 | $217,402+11.8% | $185,823+30.8% | $167,490+45.1% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 16.51% | 148.36%-131.9pp | 122.05%-105.5pp | 478.56%-462.0pp |
| Employer contribution / active EE | $4,107 | $5,873-30.1% | $5,167-20.5% | $4,837-15.1% |
| Participant deferral / active EE | $2,353 | $6,356-63.0% | $5,568-57.7% | $6,341-62.9% |
| Admin fee / account holder | $2,145 | $19,811-89.2% | $16,237-86.8% | $12,309-82.6% |