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 | $51,638+160.1% | $68,368+96.5% | $82,448+62.9% |
| Participation rate | 96.6% | 63.6%+32.9pp | 73.8%+22.8pp | 68.1%+28.5pp |
| Annual return | 20.03% | 37.53%-17.5pp | 292.57%-272.5pp | 41.64%-21.6pp |
| Employer contribution / active EE | $3,402 | $2,047+66.2% | $2,649+28.4% | $2,551+33.4% |
| Participant deferral / active EE | $6,867 | $2,914+135.7% | $4,123+66.6% | $4,139+65.9% |
| Admin fee / account holder | $3,253 | $4,643-30.0% | $5,150-36.8% | $7,234-55.0% |