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 | $60,441 | $175,202-65.5% | $149,673-59.6% | $139,434-56.7% |
| Participation rate | 90.0% | 83.4%+6.6pp | 78.8%+11.2pp | 80.3%+9.7pp |
| Annual return | 21.36% | 166.71%-145.4pp | 134.42%-113.1pp | 372.94%-351.6pp |
| Employer contribution / active EE | $3,104 | $5,474-43.3% | $4,818-35.6% | $4,751-34.7% |
| Participant deferral / active EE | $7,369 | $6,519+13.0% | $5,680+29.7% | $6,710+9.8% |
| Admin fee / account holder | $654 | $16,150-95.9% | $13,210-95.0% | $11,403-94.3% |