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 | $218,737 | $166,020+31.8% | $164,866+32.7% | $145,959+49.9% |
| Participation rate | 91.7% | 82.0%+9.7pp | 78.6%+13.1pp | 80.3%+11.4pp |
| Annual return | 13.52% | 100.08%-86.6pp | 69.97%-56.5pp | 561.95%-548.4pp |
| Employer contribution / active EE | $12,546 | $5,275+137.9% | $4,343+188.9% | $4,661+169.2% |
| Participant deferral / active EE | $12,827 | $6,961+84.3% | $6,033+112.6% | $6,689+91.8% |
| Admin fee / account holder | $7,609 | $16,644-54.3% | $12,689-40.0% | $13,398-43.2% |