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 | $131,816 | $217,402-39.4% | $185,823-29.1% | $167,490-21.3% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 20.97% | 148.36%-127.4pp | 122.05%-101.1pp | 478.56%-457.6pp |
| Employer contribution / active EE | $2,921 | $5,873-50.3% | $5,167-43.5% | $4,837-39.6% |
| Participant deferral / active EE | $6,784 | $6,356+6.7% | $5,568+21.8% | $6,341+7.0% |
| Admin fee / account holder | $401 | $19,811-98.0% | $16,237-97.5% | $12,309-96.7% |