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 | $218,958 | $198,466+10.3% | $170,442+28.5% | $147,584+48.4% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 17.85% | 257.29%-239.4pp | 205.93%-188.1pp | 578.55%-560.7pp |
| Employer contribution / active EE | $2,620 | $6,184-57.6% | $5,433-51.8% | $4,876-46.3% |
| Participant deferral / active EE | $6,740 | $5,629+19.7% | $4,939+36.5% | $5,439+23.9% |
| Admin fee / account holder | $18,667 | $16,852+10.8% | $13,880+34.5% | $10,885+71.5% |