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 | $154,624 | $86,286+79.2% | $111,297+38.9% | $85,850+80.1% |
| Participation rate | 96.3% | 73.3%+23.0pp | 77.3%+19.0pp | 69.3%+27.0pp |
| Annual return | 14.32% | 19.99%-5.7pp | 54.65%-40.3pp | 318.53%-304.2pp |
| Employer contribution / active EE | $3,662 | $2,043+79.2% | $2,731+34.1% | $2,565+42.8% |
| Participant deferral / active EE | $7,507 | $3,641+106.2% | $4,487+67.3% | $3,952+90.0% |
| Admin fee / account holder | $975 | $8,188-88.1% | $7,964-87.8% | $6,260-84.4% |