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 | $35,931 | $48,570-26.0% | $130,648-72.5% | $72,985-50.8% |
| Participation rate | 93.8% | 58.6%+35.2pp | 71.7%+22.0pp | 69.5%+24.3pp |
| Annual return | 26.67% | 38.63%-12.0pp | 1708.96%-1682.3pp | 81.00%-54.3pp |
| Employer contribution / active EE | $6,362 | $1,334+376.9% | $4,092+55.5% | $2,440+160.8% |
| Participant deferral / active EE | $6,173 | $2,384+159.0% | $3,603+71.3% | $3,607+71.1% |
| Admin fee / account holder | $687 | $3,549-80.6% | $5,464-87.4% | $5,124-86.6% |