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 | $109,378 | $100,773+8.5% | $88,946+23.0% | $142,382-23.2% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 14.31% | 70.18%-55.9pp | 57.82%-43.5pp | 217.08%-202.8pp |
| Employer contribution / active EE | $1,244 | $2,918-57.4% | $2,555-51.3% | $4,299-71.1% |
| Participant deferral / active EE | $6,209 | $5,230+18.7% | $4,581+35.5% | $6,507-4.6% |
| Admin fee / account holder | $900 | $9,693-90.7% | $8,261-89.1% | $12,624-92.9% |