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 | $93,666 | $210,648-55.5% | $177,989-47.4% | $145,922-35.8% |
| Participation rate | 93.8% | 80.8%+13.0pp | 77.1%+16.7pp | 80.3%+13.5pp |
| Annual return | 15.20% | 385.86%-370.7pp | 294.48%-279.3pp | 561.29%-546.1pp |
| Employer contribution / active EE | $3,039 | $4,565-33.4% | $3,949-23.0% | $4,660-34.8% |
| Participant deferral / active EE | $8,710 | $6,958+25.2% | $6,276+38.8% | $6,688+30.2% |
| Admin fee / account holder | $1,000 | $12,013-91.7% | $10,363-90.3% | $13,397-92.5% |