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 | $134,311 | $54,705+145.5% | $71,209+88.6% | $84,808+58.4% |
| Participation rate | 96.6% | 64.1%+32.5pp | 73.8%+22.8pp | 68.3%+28.2pp |
| Annual return | 20.03% | 35.90%-15.9pp | 282.51%-262.5pp | 40.90%-20.9pp |
| Employer contribution / active EE | $3,402 | $2,158+57.6% | $2,721+25.0% | $2,631+29.3% |
| Participant deferral / active EE | $6,867 | $3,030+126.6% | $4,175+64.5% | $4,212+63.1% |
| Admin fee / account holder | $3,253 | $4,863-33.1% | $5,349-39.2% | $7,344-55.7% |