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 | $61,083 | $98,750-38.1% | $149,696-59.2% | $79,858-23.5% |
| Participation rate | 89.3% | 75.8%+13.5pp | 82.5%+6.8pp | 69.6%+19.7pp |
| Annual return | 26.99% | 27.43%-0.4pp | 276.60%-249.6pp | 31.71%-4.7pp |
| Employer contribution / active EE | $6,607 | $3,216+105.4% | $4,644+42.3% | $2,471+167.4% |
| Participant deferral / active EE | $10,672 | $5,680+87.9% | $6,842+56.0% | $3,740+185.3% |
| Admin fee / account holder | $3,966 | $6,053-34.5% | $9,309-57.4% | $5,306-25.3% |