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 | $65,933 | $93,571-29.5% | $135,903-51.5% | $75,163-12.3% |
| Participation rate | 96.6% | 75.2%+21.4pp | 81.9%+14.6pp | 67.2%+29.4pp |
| Annual return | 20.13% | 30.90%-10.8pp | 68.23%-48.1pp | 160.62%-140.5pp |
| Employer contribution / active EE | $7,933 | $3,537+124.3% | $4,856+63.4% | $2,670+197.2% |
| Participant deferral / active EE | $14,066 | $6,404+119.6% | $7,758+81.3% | $4,125+241.0% |
| Admin fee / account holder | $1,804 | $6,975-74.1% | $10,762-83.2% | $5,651-68.1% |