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 | $38,623 | $54,762-29.5% | $90,281-57.2% | $72,985-47.1% |
| Participation rate | 85.2% | 65.1%+20.0pp | 73.3%+11.9pp | 69.5%+15.7pp |
| Annual return | 76.71% | 30.63%+46.1pp | 78.10%-1.4pp | 81.00%-4.3pp |
| Employer contribution / active EE | $4,877 | $2,092+133.1% | $2,854+70.9% | $2,440+99.9% |
| Participant deferral / active EE | $11,223 | $2,887+288.7% | $3,885+188.8% | $3,607+211.1% |
| Admin fee / account holder | $2,790 | $3,972-29.8% | $5,351-47.9% | $5,124-45.6% |