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 | $62,542 | $109,982-43.1% | $97,226-35.7% | $145,922-57.1% |
| Participation rate | 93.8% | 75.9%+17.8pp | 72.7%+21.1pp | 80.3%+13.5pp |
| Annual return | 25.13% | 242.90%-217.8pp | 75.13%-50.0pp | 561.29%-536.2pp |
| Employer contribution / active EE | $7,044 | $3,084+128.4% | $2,729+158.2% | $4,660+51.2% |
| Participant deferral / active EE | $10,166 | $4,676+117.4% | $4,264+138.4% | $6,688+52.0% |
| Admin fee / account holder | $5,569 | $6,221-10.5% | $5,654-1.5% | $13,397-58.4% |