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 | $126,368 | $89,753+40.8% | $107,525+17.5% | $84,808+49.0% |
| Participation rate | 92.9% | 68.1%+24.8pp | 75.1%+17.8pp | 68.3%+24.5pp |
| Annual return | 18.63% | 29.48%-10.8pp | 181.32%-162.7pp | 40.90%-22.3pp |
| Employer contribution / active EE | $6,660 | $3,113+113.9% | $3,754+77.4% | $2,631+153.2% |
| Participant deferral / active EE | $14,715 | $4,056+262.8% | $5,116+187.6% | $4,212+249.4% |
| Admin fee / account holder | $4,499 | $7,222-37.7% | $8,919-49.6% | $7,344-38.7% |