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 | $197,613 | $159,934+23.6% | $147,005+34.4% | $145,959+35.4% |
| Participation rate | 76.9% | 84.0%-7.1pp | 82.2%-5.2pp | 80.3%-3.4pp |
| Annual return | 28.46% | 98.24%-69.8pp | 418.76%-390.3pp | 561.95%-533.5pp |
| Employer contribution / active EE | $4,794 | $5,287-9.3% | $4,934-2.8% | $4,661+2.9% |
| Participant deferral / active EE | $9,537 | $8,427+13.2% | $8,070+18.2% | $6,689+42.6% |
| Admin fee / account holder | $5,374 | $15,053-64.3% | $13,006-58.7% | $13,398-59.9% |