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 6-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 | $90,782 | $175,202-48.2% | $149,673-39.3% | $139,434-34.9% |
| Participation rate | 93.8% | 83.4%+10.4pp | 78.8%+15.0pp | 80.3%+13.4pp |
| Annual return | 19.22% | 166.71%-147.5pp | 134.42%-115.2pp | 372.94%-353.7pp |
| Employer contribution / active EE | $9,197 | $5,474+68.0% | $4,818+90.9% | $4,751+93.6% |
| Participant deferral / active EE | $7,804 | $6,519+19.7% | $5,680+37.4% | $6,710+16.3% |
| Admin fee / account holder | $634 | $16,150-96.1% | $13,210-95.2% | $11,403-94.4% |