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 | $71,345 | $102,966-30.7% | $90,281-21.0% | $152,861-53.3% |
| Participation rate | 94.7% | 75.9%+18.9pp | 73.3%+21.5pp | 82.4%+12.3pp |
| Annual return | 11.76% | 95.16%-83.4pp | 78.10%-66.3pp | 345.32%-333.6pp |
| Employer contribution / active EE | $5,915 | $3,139+88.5% | $2,854+107.2% | $4,762+24.2% |
| Participant deferral / active EE | $2,423 | $4,281-43.4% | $3,885-37.6% | $5,850-58.6% |
| Admin fee / account holder | $2,872 | $6,171-53.5% | $5,351-46.3% | $11,596-75.2% |