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 | $78,389 | $165,984-52.8% | $164,813-52.4% | $145,922-46.3% |
| Participation rate | 89.5% | 82.0%+7.5pp | 78.6%+10.9pp | 80.3%+9.2pp |
| Annual return | 13.19% | 100.03%-86.8pp | 69.93%-56.7pp | 561.29%-548.1pp |
| Employer contribution / active EE | $2,007 | $5,273-61.9% | $4,341-53.8% | $4,660-56.9% |
| Participant deferral / active EE | $4,632 | $6,959-33.4% | $6,031-23.2% | $6,688-30.7% |
| Admin fee / account holder | $2,895 | $16,648-82.6% | $12,690-77.2% | $13,397-78.4% |