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 | $45,970 | $114,047-59.7% | $96,139-52.2% | $167,490-72.6% |
| Participation rate | 90.0% | 75.1%+14.9pp | 68.4%+21.6pp | 82.1%+7.9pp |
| Annual return | 11.77% | 189.88%-178.1pp | 191.94%-180.2pp | 478.56%-466.8pp |
| Employer contribution / active EE | $2,792 | $3,427-18.5% | $2,797-0.2% | $4,837-42.3% |
| Participant deferral / active EE | $6,538 | $5,194+25.9% | $4,349+50.3% | $6,341+3.1% |
| Admin fee / account holder | $9,054 | $6,897+31.3% | $5,537+63.5% | $12,309-26.4% |