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 | $59,930 | $157,256-61.9% | $141,162-57.5% | $152,861-60.8% |
| Participation rate | 94.1% | 84.8%+9.3pp | 82.5%+11.6pp | 82.4%+11.7pp |
| Annual return | 18.69% | 64.32%-45.6pp | 71.39%-52.7pp | 345.32%-326.6pp |
| Employer contribution / active EE | $6,570 | $5,261+24.9% | $4,735+38.8% | $4,762+38.0% |
| Participant deferral / active EE | $3,911 | $7,109-45.0% | $6,709-41.7% | $5,850-33.1% |
| Admin fee / account holder | $3,793 | $12,120-68.7% | $10,261-63.0% | $11,596-67.3% |