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 | $52,501 | $58,208-9.8% | $81,812-35.8% | $80,856-35.1% |
| Participation rate | 91.1% | 63.4%+27.7pp | 72.3%+18.7pp | 67.6%+23.4pp |
| Annual return | 16.39% | 41.66%-25.3pp | 773.79%-757.4pp | 35.59%-19.2pp |
| Employer contribution / active EE | $3,566 | $2,340+52.4% | $2,912+22.5% | $2,755+29.5% |
| Participant deferral / active EE | $8,670 | $3,281+164.2% | $4,319+100.8% | $4,296+101.8% |
| Admin fee / account holder | $3,247 | $4,981-34.8% | $7,386-56.0% | $6,918-53.1% |