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 | $194,205 | $102,966+88.6% | $90,281+115.1% | $152,861+27.0% |
| Participation rate | 91.7% | 75.9%+15.8pp | 73.3%+18.4pp | 82.4%+9.2pp |
| Annual return | 13.31% | 95.16%-81.9pp | 78.10%-64.8pp | 345.32%-332.0pp |
| Employer contribution / active EE | $1,346 | $3,139-57.1% | $2,854-52.8% | $4,762-71.7% |
| Participant deferral / active EE | $5,373 | $4,281+25.5% | $3,885+38.3% | $5,850-8.2% |
| Admin fee / account holder | $4,818 | $6,171-21.9% | $5,351-10.0% | $11,596-58.5% |