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 | $68,254 | $133,922-49.0% | $116,228-41.3% | $142,382-52.1% |
| Participation rate | 91.3% | 77.9%+13.4pp | 74.6%+16.8pp | 80.1%+11.2pp |
| Annual return | 12.70% | 147.76%-135.1pp | 90.06%-77.4pp | 217.08%-204.4pp |
| Employer contribution / active EE | $2,612 | $3,446-24.2% | $2,994-12.8% | $4,299-39.2% |
| Participant deferral / active EE | $6,222 | $5,672+9.7% | $4,953+25.6% | $6,507-4.4% |
| Admin fee / account holder | $601 | $14,945-96.0% | $11,989-95.0% | $12,624-95.2% |