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 | $52,119 | $202,432-74.3% | $169,368-69.2% | $139,434-62.6% |
| Participation rate | 95.2% | 81.1%+14.2pp | 77.1%+18.1pp | 80.3%+14.9pp |
| Annual return | 17.42% | 531.74%-514.3pp | 405.60%-388.2pp | 372.94%-355.5pp |
| Employer contribution / active EE | $2,804 | $4,692-40.2% | $4,013-30.1% | $4,751-41.0% |
| Participant deferral / active EE | $6,150 | $6,938-11.4% | $6,221-1.1% | $6,710-8.3% |
| Admin fee / account holder | $1,541 | $10,708-85.6% | $9,003-82.9% | $11,403-86.5% |