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 | $146,801 | $185,822-21.0% | $169,993-13.6% | $139,434+5.3% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 21.91% | 60.50%-38.6pp | 53.37%-31.5pp | 372.94%-351.0pp |
| Employer contribution / active EE | $3,103 | $7,590-59.1% | $6,785-54.3% | $4,751-34.7% |
| Participant deferral / active EE | $8,079 | $11,622-30.5% | $10,408-22.4% | $6,710+20.4% |
| Admin fee / account holder | $999 | $15,381-93.5% | $12,815-92.2% | $11,403-91.2% |