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 | $58,888 | $183,519-67.9% | $155,509-62.1% | $145,922-59.6% |
| Participation rate | 90.0% | 82.7%+7.3pp | 78.2%+11.8pp | 80.3%+9.7pp |
| Annual return | 34.99% | 61.17%-26.2pp | 64.67%-29.7pp | 561.29%-526.3pp |
| Employer contribution / active EE | $2,867 | $5,313-46.0% | $4,672-38.6% | $4,660-38.5% |
| Participant deferral / active EE | $6,396 | $6,462-1.0% | $5,626+13.7% | $6,688-4.4% |
| Admin fee / account holder | $808 | $19,313-95.8% | $15,912-94.9% | $13,397-94.0% |