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 | $121,470 | $150,187-19.1% | $120,354+0.9% | $145,922-16.8% |
| Participation rate | 90.9% | 78.8%+12.2pp | 71.9%+19.0pp | 80.3%+10.6pp |
| Annual return | 16.61% | 154.07%-137.5pp | 107.15%-90.5pp | 561.29%-544.7pp |
| Employer contribution / active EE | $3,072 | $4,348-29.3% | $3,463-11.3% | $4,660-34.1% |
| Participant deferral / active EE | $12,991 | $6,173+110.5% | $4,991+160.3% | $6,688+94.3% |
| Admin fee / account holder | $1,102 | $12,207-91.0% | $9,423-88.3% | $13,397-91.8% |