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 | $60,936 | $105,181-42.1% | $159,436-61.8% | $85,850-29.0% |
| Participation rate | 92.6% | 75.8%+16.8pp | 82.8%+9.8pp | 69.3%+23.3pp |
| Annual return | 17.41% | 45.07%-27.7pp | 263.57%-246.2pp | 318.53%-301.1pp |
| Employer contribution / active EE | $4,559 | $3,318+37.4% | $4,829-5.6% | $2,565+77.7% |
| Participant deferral / active EE | $7,623 | $5,945+28.2% | $7,352+3.7% | $3,952+92.9% |
| Admin fee / account holder | $7,545 | $6,933+8.8% | $10,799-30.1% | $6,260+20.5% |