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 | $196,134 | $175,202+11.9% | $149,673+31.0% | $139,434+40.7% |
| Participation rate | 73.7% | 83.4%-9.7pp | 78.8%-5.1pp | 80.3%-6.6pp |
| Annual return | 24.43% | 166.71%-142.3pp | 134.42%-110.0pp | 372.94%-348.5pp |
| Employer contribution / active EE | $4,690 | $5,474-14.3% | $4,818-2.6% | $4,751-1.3% |
| Participant deferral / active EE | $9,577 | $6,519+46.9% | $5,680+68.6% | $6,710+42.7% |
| Admin fee / account holder | $1,829 | $16,150-88.7% | $13,210-86.2% | $11,403-84.0% |