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 | $57,123 | $105,181-45.7% | $159,436-64.2% | $85,850-33.5% |
| Participation rate | 93.1% | 75.8%+17.3pp | 82.8%+10.3pp | 69.3%+23.8pp |
| Annual return | 20.44% | 45.07%-24.6pp | 263.57%-243.1pp | 318.53%-298.1pp |
| Employer contribution / active EE | $4,977 | $3,318+50.0% | $4,829+3.0% | $2,565+94.0% |
| Participant deferral / active EE | $12,974 | $5,945+118.2% | $7,352+76.5% | $3,952+228.3% |
| Admin fee / account holder | $1,444 | $6,933-79.2% | $10,799-86.6% | $6,260-76.9% |