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 8-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 | $94,622 | $176,056-46.3% | $159,436-40.7% | $167,490-43.5% |
| Participation rate | 94.4% | 84.9%+9.5pp | 82.8%+11.6pp | 82.1%+12.3pp |
| Annual return | 17.25% | 331.75%-314.5pp | 263.57%-246.3pp | 478.56%-461.3pp |
| Employer contribution / active EE | $2,113 | $5,297-60.1% | $4,829-56.2% | $4,837-56.3% |
| Participant deferral / active EE | $11,501 | $7,750+48.4% | $7,352+56.4% | $6,341+81.4% |
| Admin fee / account holder | $860 | $12,554-93.2% | $10,799-92.0% | $12,309-93.0% |