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 | $18,786 | $85,202-78.0% | $172,739-89.1% | $72,985-74.3% |
| Participation rate | 96.2% | 70.1%+26.1pp | 82.6%+13.5pp | 69.5%+26.7pp |
| Annual return | 38.18% | 27.32%+10.9pp | 802.84%-764.7pp | 81.00%-42.8pp |
| Employer contribution / active EE | $7,400 | $3,324+122.6% | $5,143+43.9% | $2,440+203.3% |
| Participant deferral / active EE | $6,988 | $3,260+114.3% | $5,198+34.4% | $3,607+93.7% |
| Admin fee / account holder | $3,923 | $5,884-33.3% | $13,954-71.9% | $5,124-23.5% |