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 | $59,624 | $54,705+9.0% | $71,209-16.3% | $84,808-29.7% |
| Participation rate | 95.2% | 64.1%+31.2pp | 73.8%+21.5pp | 68.3%+26.9pp |
| Annual return | 40.05% | 35.90%+4.1pp | 282.51%-242.5pp | 40.90%-0.9pp |
| Employer contribution / active EE | $4,736 | $2,158+119.5% | $2,721+74.1% | $2,631+80.0% |
| Participant deferral / active EE | $13,062 | $3,030+331.0% | $4,175+212.8% | $4,212+210.1% |
| Admin fee / account holder | $8,090 | $4,863+66.3% | $5,349+51.3% | $7,344+10.2% |