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 | $62,381 | $48,230+29.3% | $67,502-7.6% | $80,856-22.9% |
| Participation rate | 77.8% | 66.4%+11.4pp | 72.9%+4.9pp | 67.6%+10.1pp |
| Annual return | 16.34% | 18.28%-1.9pp | 3512.12%-3495.8pp | 35.59%-19.3pp |
| Employer contribution / active EE | $7,703 | $2,020+281.4% | $2,731+182.1% | $2,755+179.6% |
| Participant deferral / active EE | $3,384 | $2,924+15.7% | $4,000-15.4% | $4,296-21.2% |
| Admin fee / account holder | $2,342 | $3,681-36.4% | $3,998-41.4% | $6,918-66.1% |