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 | $155,714 | $58,208+167.5% | $81,812+90.3% | $80,856+92.6% |
| Participation rate | 72.0% | 63.4%+8.6pp | 72.3%-0.3pp | 67.6%+4.4pp |
| Annual return | 13.32% | 41.66%-28.3pp | 773.79%-760.5pp | 35.59%-22.3pp |
| Employer contribution / active EE | $3,229 | $2,340+38.0% | $2,912+10.9% | $2,755+17.2% |
| Participant deferral / active EE | $5,541 | $3,281+68.9% | $4,319+28.3% | $4,296+29.0% |
| Admin fee / account holder | $14,306 | $4,981+187.2% | $7,386+93.7% | $6,918+106.8% |