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 | $29,177 | $98,750-70.5% | $149,696-80.5% | $79,858-63.5% |
| Participation rate | 95.3% | 75.8%+19.6pp | 82.5%+12.9pp | 69.6%+25.7pp |
| Annual return | 34.53% | 27.43%+7.1pp | 276.60%-242.1pp | 31.71%+2.8pp |
| Employer contribution / active EE | $3,909 | $3,216+21.5% | $4,644-15.8% | $2,471+58.2% |
| Participant deferral / active EE | $8,343 | $5,680+46.9% | $6,842+21.9% | $3,740+123.1% |
| Admin fee / account holder | $2,987 | $6,053-50.7% | $9,309-67.9% | $5,306-43.7% |