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 | $208,752 | $102,317+104.0% | $146,958+42.0% | $80,856+158.2% |
| Participation rate | 97.9% | 75.8%+22.1pp | 82.2%+15.8pp | 67.6%+30.3pp |
| Annual return | 18.58% | 134.76%-116.2pp | 418.34%-399.8pp | 35.59%-17.0pp |
| Employer contribution / active EE | $6,385 | $3,713+71.9% | $4,933+29.4% | $2,755+131.8% |
| Participant deferral / active EE | $7,623 | $6,644+14.7% | $8,070-5.5% | $4,296+77.5% |
| Admin fee / account holder | $6,548 | $7,941-17.5% | $12,998-49.6% | $6,918-5.4% |