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 | $60,765 | $183,963-67.0% | $162,163-62.5% | $152,861-60.2% |
| Participation rate | 93.3% | 88.5%+4.8pp | 87.6%+5.8pp | 82.4%+10.9pp |
| Annual return | 23.66% | 150.76%-127.1pp | 115.59%-91.9pp | 345.32%-321.7pp |
| Employer contribution / active EE | $3,721 | $6,371-41.6% | $5,614-33.7% | $4,762-21.9% |
| Participant deferral / active EE | $7,131 | $8,034-11.2% | $7,298-2.3% | $5,850+21.9% |
| Admin fee / account holder | $1,805 | $13,121-86.2% | $10,843-83.3% | $11,596-84.4% |