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 | $189,542 | $112,881+67.9% | $90,951+108.4% | $158,922+19.3% |
| Participation rate | 87.5% | 74.7%+12.8pp | 69.0%+18.5pp | 82.0%+5.5pp |
| Annual return | 11.55% | 215.79%-204.2pp | 134.60%-123.0pp | 302.83%-291.3pp |
| Employer contribution / active EE | $2,885 | $2,893-0.3% | $2,122+36.0% | $4,761-39.4% |
| Participant deferral / active EE | $6,402 | $4,128+55.1% | $3,373+89.8% | $5,982+7.0% |
| Admin fee / account holder | $1,333 | $8,041-83.4% | $5,959-77.6% | $11,246-88.1% |