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 | $65,294 | $58,208+12.2% | $81,812-20.2% | $80,856-19.2% |
| Participation rate | 84.8% | 63.4%+21.4pp | 72.3%+12.5pp | 67.6%+17.2pp |
| Annual return | 29.46% | 41.66%-12.2pp | 773.79%-744.3pp | 35.59%-6.1pp |
| Employer contribution / active EE | $4,571 | $2,340+95.4% | $2,912+57.0% | $2,755+65.9% |
| Participant deferral / active EE | $7,183 | $3,281+118.9% | $4,319+66.3% | $4,296+67.2% |
| Admin fee / account holder | $12,872 | $4,981+158.4% | $7,386+74.3% | $6,918+86.1% |