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 | $94,103 | $202,432-53.5% | $169,368-44.4% | $139,434-32.5% |
| Participation rate | 94.1% | 81.1%+13.0pp | 77.1%+17.0pp | 80.3%+13.8pp |
| Annual return | 19.11% | 531.74%-512.6pp | 405.60%-386.5pp | 372.94%-353.8pp |
| Employer contribution / active EE | $11,367 | $4,692+142.3% | $4,013+183.3% | $4,751+139.3% |
| Participant deferral / active EE | $6,634 | $6,938-4.4% | $6,221+6.6% | $6,710-1.1% |
| Admin fee / account holder | $3,094 | $10,708-71.1% | $9,003-65.6% | $11,403-72.9% |