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 | $49,396 | $65,409-24.5% | $98,442-49.8% | $85,850-42.5% |
| Participation rate | 96.7% | 65.0%+31.7pp | 73.3%+23.4pp | 69.3%+27.4pp |
| Annual return | 33.83% | 21.76%+12.1pp | 1492.73%-1458.9pp | 318.53%-284.7pp |
| Employer contribution / active EE | $2,044 | $2,168-5.7% | $2,960-30.9% | $2,565-20.3% |
| Participant deferral / active EE | $5,186 | $3,166+63.8% | $4,276+21.3% | $3,952+31.2% |
| Admin fee / account holder | $3,999 | $4,593-12.9% | $5,949-32.8% | $6,260-36.1% |