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 | $222,443 | $159,602+39.4% | $150,045+48.3% | $142,382+56.2% |
| Participation rate | 88.2% | 84.0%+4.3pp | 82.3%+5.9pp | 80.1%+8.1pp |
| Annual return | 62.45% | 70.24%-7.8pp | 62.55%-0.1pp | 217.08%-154.6pp |
| Employer contribution / active EE | $16,599 | $4,961+234.6% | $4,693+253.7% | $4,299+286.1% |
| Participant deferral / active EE | $18,486 | $8,310+122.5% | $7,997+131.2% | $6,507+184.1% |
| Admin fee / account holder | $666 | $14,846-95.5% | $13,435-95.0% | $12,624-94.7% |