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 | $61,809 | $58,208+6.2% | $81,812-24.4% | $80,856-23.6% |
| Participation rate | 97.3% | 63.4%+33.8pp | 72.3%+24.9pp | 67.6%+29.6pp |
| Annual return | 16.68% | 41.66%-25.0pp | 773.79%-757.1pp | 35.59%-18.9pp |
| Employer contribution / active EE | $9,443 | $2,340+303.5% | $2,912+224.2% | $2,755+242.8% |
| Participant deferral / active EE | $5,210 | $3,281+58.8% | $4,319+20.6% | $4,296+21.3% |
| Admin fee / account holder | $11,241 | $4,981+125.7% | $7,386+52.2% | $6,918+62.5% |