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 | $79,251 | $183,963-56.9% | $162,163-51.1% | $152,861-48.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 21.21% | 150.76%-129.6pp | 115.59%-94.4pp | 345.32%-324.1pp |
| Employer contribution / active EE | $3,572 | $6,371-43.9% | $5,614-36.4% | $4,762-25.0% |
| Participant deferral / active EE | $6,059 | $8,034-24.6% | $7,298-17.0% | $5,850+3.6% |
| Admin fee / account holder | $2,225 | $13,121-83.0% | $10,843-79.5% | $11,596-80.8% |