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 | $94,252 | $50,958+85.0% | $74,550+26.4% | $64,186+46.8% |
| Participation rate | 93.9% | 61.1%+32.9pp | 69.1%+24.8pp | 69.6%+24.4pp |
| Annual return | 95.58% | -1.86%+97.4pp | 32.53%+63.0pp | 7.63%+87.9pp |
| Employer contribution / active EE | $884 | $1,115-20.7% | $1,961-54.9% | $2,381-62.9% |
| Participant deferral / active EE | $0 | $2,301-100.0% | $3,108-100.0% | $3,470-100.0% |
| Admin fee / account holder | $348 | $4,223-91.7% | $5,060-93.1% | $4,888-92.9% |