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 8-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 | $212,590 | $209,411+1.5% | $178,490+19.1% | $158,922+33.8% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 23.31% | 188.75%-165.4pp | 151.07%-127.8pp | 302.83%-279.5pp |
| Employer contribution / active EE | $4,802 | $5,706-15.9% | $5,011-4.2% | $4,761+0.9% |
| Participant deferral / active EE | $4,760 | $5,954-20.1% | $5,202-8.5% | $5,982-20.4% |
| Admin fee / account holder | $3,540 | $17,074-79.3% | $13,984-74.7% | $11,246-68.5% |