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 | $125,649 | $101,763+23.5% | $164,866-23.8% | $80,874+55.4% |
| Participation rate | 96.7% | 71.8%+24.8pp | 78.6%+18.1pp | 67.6%+29.0pp |
| Annual return | 13.01% | 16.73%-3.7pp | 69.97%-57.0pp | 35.62%-22.6pp |
| Employer contribution / active EE | $11,188 | $2,954+278.7% | $4,343+157.6% | $2,756+306.0% |
| Participant deferral / active EE | $0 | $4,477-100.0% | $6,033-100.0% | $4,297-100.0% |
| Admin fee / account holder | $12,263 | $8,228+49.0% | $12,689-3.4% | $6,935+76.8% |