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 8-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 | $126,944 | $183,963-31.0% | $162,163-21.7% | $152,861-17.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 19.30% | 150.76%-131.5pp | 115.59%-96.3pp | 345.32%-326.0pp |
| Employer contribution / active EE | $3,466 | $6,371-45.6% | $5,614-38.3% | $4,762-27.2% |
| Participant deferral / active EE | $9,741 | $8,034+21.2% | $7,298+33.5% | $5,850+66.5% |
| Admin fee / account holder | $1,347 | $13,121-89.7% | $10,843-87.6% | $11,596-88.4% |