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 | $158,113 | $51,638+206.2% | $68,368+131.3% | $82,448+91.8% |
| Participation rate | 82.1% | 63.6%+18.4pp | 73.8%+8.3pp | 68.1%+14.0pp |
| Annual return | 18.65% | 37.53%-18.9pp | 292.57%-273.9pp | 41.64%-23.0pp |
| Employer contribution / active EE | $7,468 | $2,047+264.9% | $2,649+181.9% | $2,551+192.7% |
| Participant deferral / active EE | $11,978 | $2,914+311.1% | $4,123+190.5% | $4,139+189.4% |
| Admin fee / account holder | $2,433 | $4,643-47.6% | $5,150-52.8% | $7,234-66.4% |