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 | $75,525 | $54,705+38.1% | $71,209+6.1% | $84,808-10.9% |
| Participation rate | 88.5% | 64.1%+24.4pp | 73.8%+14.7pp | 68.3%+20.2pp |
| Annual return | 27.68% | 35.90%-8.2pp | 282.51%-254.8pp | 40.90%-13.2pp |
| Employer contribution / active EE | $9,101 | $2,158+321.8% | $2,721+234.5% | $2,631+245.9% |
| Participant deferral / active EE | $8,199 | $3,030+170.6% | $4,175+96.4% | $4,212+94.7% |
| Admin fee / account holder | $1,737 | $4,863-64.3% | $5,349-67.5% | $7,344-76.3% |