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 | $64,049 | $63,346+1.1% | $92,233-30.6% | $70,131-8.7% |
| Participation rate | 88.5% | 68.7%+19.8pp | 76.5%+12.0pp | 69.5%+18.9pp |
| Annual return | 13.24% | 530.12%-516.9pp | 176.28%-163.0pp | 73.14%-59.9pp |
| Employer contribution / active EE | $3,061 | $2,471+23.9% | $3,679-16.8% | $2,342+30.7% |
| Participant deferral / active EE | $4,079 | $2,854+42.9% | $3,897+4.7% | $3,332+22.4% |
| Admin fee / account holder | $2,241 | $3,840-41.6% | $5,194-56.8% | $4,645-51.7% |