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 6-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 | $97,230 | $183,519-47.0% | $155,509-37.5% | $145,922-33.4% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 9.42% | 61.17%-51.7pp | 64.67%-55.2pp | 561.29%-551.9pp |
| Employer contribution / active EE | $15,523 | $5,313+192.2% | $4,672+232.2% | $4,660+233.1% |
| Participant deferral / active EE | $9,169 | $6,462+41.9% | $5,626+63.0% | $6,688+37.1% |
| Admin fee / account holder | $454 | $19,313-97.7% | $15,912-97.1% | $13,397-96.6% |