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 | $135,245 | $85,202+58.7% | $172,739-21.7% | $72,985+85.3% |
| Participation rate | 76.9% | 70.1%+6.9pp | 82.6%-5.7pp | 69.5%+7.4pp |
| Annual return | 19.67% | 27.32%-7.7pp | 802.84%-783.2pp | 81.00%-61.3pp |
| Employer contribution / active EE | $2,292 | $3,324-31.1% | $5,143-55.4% | $2,440-6.1% |
| Participant deferral / active EE | $5,598 | $3,260+71.7% | $5,198+7.7% | $3,607+55.2% |
| Admin fee / account holder | $3,918 | $5,884-33.4% | $13,954-71.9% | $5,124-23.5% |