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 | $121,631 | $68,346+78.0% | $94,646+28.5% | $75,163+61.8% |
| Participation rate | 92.6% | 76.1%+16.5pp | 80.8%+11.8pp | 67.2%+25.4pp |
| Annual return | 20.69% | 616.93%-596.2pp | 156.71%-136.0pp | 160.62%-139.9pp |
| Employer contribution / active EE | $3,474 | $2,701+28.6% | $3,672-5.4% | $2,670+30.1% |
| Participant deferral / active EE | $8,867 | $6,537+35.6% | $7,418+19.5% | $4,125+115.0% |
| Admin fee / account holder | $998 | $5,326-81.3% | $7,231-86.2% | $5,651-82.3% |