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 | $37,961 | $217,402-82.5% | $185,823-79.6% | $167,490-77.3% |
| Participation rate | 94.7% | 86.0%+8.7pp | 81.7%+13.0pp | 82.1%+12.6pp |
| Annual return | 16.53% | 148.36%-131.8pp | 122.05%-105.5pp | 478.56%-462.0pp |
| Employer contribution / active EE | $2,897 | $5,873-50.7% | $5,167-43.9% | $4,837-40.1% |
| Participant deferral / active EE | $6,518 | $6,356+2.5% | $5,568+17.1% | $6,341+2.8% |
| Admin fee / account holder | $2,006 | $19,811-89.9% | $16,237-87.6% | $12,309-83.7% |