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 | $52,449 | $183,963-71.5% | $162,163-67.7% | $152,861-65.7% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.6%-7.6pp | 82.4%-2.4pp |
| Annual return | 23.60% | 150.76%-127.2pp | 115.59%-92.0pp | 345.32%-321.7pp |
| Employer contribution / active EE | $10,039 | $6,371+57.6% | $5,614+78.8% | $4,762+110.8% |
| Participant deferral / active EE | $12,058 | $8,034+50.1% | $7,298+65.2% | $5,850+106.1% |
| Admin fee / account holder | $411 | $13,121-96.9% | $10,843-96.2% | $11,596-96.5% |