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 | $170,955 | $183,963-7.1% | $162,163+5.4% | $152,861+11.8% |
| Participation rate | 94.4% | 88.5%+5.9pp | 87.6%+6.9pp | 82.4%+12.0pp |
| Annual return | 28.57% | 150.76%-122.2pp | 115.59%-87.0pp | 345.32%-316.8pp |
| Employer contribution / active EE | $7,116 | $6,371+11.7% | $5,614+26.8% | $4,762+49.4% |
| Participant deferral / active EE | $13,041 | $8,034+62.3% | $7,298+78.7% | $5,850+122.9% |
| Admin fee / account holder | $527 | $13,121-96.0% | $10,843-95.1% | $11,596-95.5% |