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 | $59,163 | $89,355-33.8% | $141,162-58.1% | $72,985-18.9% |
| Participation rate | 90.6% | 75.1%+15.4pp | 82.5%+8.1pp | 69.5%+21.1pp |
| Annual return | 29.05% | 111.85%-82.8pp | 71.39%-42.3pp | 81.00%-52.0pp |
| Employer contribution / active EE | $5,384 | $3,114+72.9% | $4,735+13.7% | $2,440+120.7% |
| Participant deferral / active EE | $9,779 | $5,418+80.5% | $6,709+45.8% | $3,607+171.1% |
| Admin fee / account holder | $372 | $5,958-93.8% | $10,261-96.4% | $5,124-92.7% |