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 | $228,106 | $159,901+42.7% | $146,958+55.2% | $145,922+56.3% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.2%+6.7pp | 80.3%+8.6pp |
| Annual return | 17.01% | 98.13%-81.1pp | 418.34%-401.3pp | 561.29%-544.3pp |
| Employer contribution / active EE | $3,054 | $5,286-42.2% | $4,933-38.1% | $4,660-34.5% |
| Participant deferral / active EE | $16,892 | $8,428+100.4% | $8,070+109.3% | $6,688+152.6% |
| Admin fee / account holder | $4,985 | $15,044-66.9% | $12,998-61.6% | $13,397-62.8% |