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 | $28,773 | $114,047-74.8% | $96,139-70.1% | $167,490-82.8% |
| Participation rate | 85.7% | 75.1%+10.7pp | 68.4%+17.3pp | 82.1%+3.6pp |
| Annual return | 14.65% | 189.88%-175.2pp | 191.94%-177.3pp | 478.56%-463.9pp |
| Employer contribution / active EE | $1,185 | $3,427-65.4% | $2,797-57.6% | $4,837-75.5% |
| Participant deferral / active EE | $5,660 | $5,194+9.0% | $4,349+30.2% | $6,341-10.7% |
| Admin fee / account holder | $300 | $6,897-95.6% | $5,537-94.6% | $12,309-97.6% |