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 | $56,026 | $202,432-72.3% | $169,368-66.9% | $139,434-59.8% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 16.82% | 531.74%-514.9pp | 405.60%-388.8pp | 372.94%-356.1pp |
| Employer contribution / active EE | $7,191 | $4,692+53.2% | $4,013+79.2% | $4,751+51.4% |
| Participant deferral / active EE | $14,716 | $6,938+112.1% | $6,221+136.5% | $6,710+119.3% |
| Admin fee / account holder | $9,317 | $10,708-13.0% | $9,003+3.5% | $11,403-18.3% |