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 | $119,001 | $135,635-12.3% | $110,238+7.9% | $135,375-12.1% |
| Participation rate | 77.8% | 83.5%-5.7pp | 79.8%-2.0pp | 82.6%-4.9pp |
| Annual return | 18.44% | 513.19%-494.8pp | 314.74%-296.3pp | 519.73%-501.3pp |
| Employer contribution / active EE | $4,408 | $4,906-10.2% | $3,826+15.2% | $4,779-7.8% |
| Participant deferral / active EE | $11,513 | $5,506+109.1% | $4,672+146.4% | $5,609+105.3% |
| Admin fee / account holder | $14,577 | $11,457+27.2% | $8,547+70.5% | $10,827+34.6% |