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 | $140,482 | $226,064-37.9% | $182,532-23.0% | $152,861-8.1% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 28.98% | 192.51%-163.5pp | 148.54%-119.6pp | 345.32%-316.3pp |
| Employer contribution / active EE | $3,039 | $4,978-39.0% | $4,076-25.5% | $4,762-36.2% |
| Participant deferral / active EE | $8,604 | $6,368+35.1% | $5,524+55.7% | $5,850+47.1% |
| Admin fee / account holder | $1,184 | $10,703-88.9% | $8,592-86.2% | $11,596-89.8% |