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 | $42,724 | $157,256-72.8% | $141,162-69.7% | $152,861-72.1% |
| Participation rate | 94.7% | 84.8%+9.9pp | 82.5%+12.3pp | 82.4%+12.3pp |
| Annual return | 30.85% | 64.32%-33.5pp | 71.39%-40.5pp | 345.32%-314.5pp |
| Employer contribution / active EE | $8,061 | $5,261+53.2% | $4,735+70.2% | $4,762+69.3% |
| Participant deferral / active EE | $14,915 | $7,109+109.8% | $6,709+122.3% | $5,850+155.0% |
| Admin fee / account holder | $1,282 | $12,120-89.4% | $10,261-87.5% | $11,596-88.9% |