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 | $229,741 | $78,422+193.0% | $95,952+139.4% | $79,858+187.7% |
| Participation rate | 84.4% | 73.5%+11.0pp | 77.1%+7.4pp | 69.6%+14.8pp |
| Annual return | 26.03% | 19.37%+6.7pp | 91.61%-65.6pp | 31.71%-5.7pp |
| Employer contribution / active EE | $2,831 | $1,945+45.5% | $2,541+11.4% | $2,471+14.6% |
| Participant deferral / active EE | $4,856 | $3,440+41.2% | $4,167+16.5% | $3,740+29.8% |
| Admin fee / account holder | $3,781 | $5,622-32.7% | $6,795-44.4% | $5,306-28.7% |