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 | $46,926 | $112,096-58.1% | $95,952-51.1% | $158,922-70.5% |
| Participation rate | 90.9% | 79.0%+11.9pp | 77.1%+13.8pp | 82.0%+9.0pp |
| Annual return | 19.77% | 171.09%-151.3pp | 91.61%-71.8pp | 302.83%-283.1pp |
| Employer contribution / active EE | $7,360 | $3,198+130.1% | $2,541+189.7% | $4,761+54.6% |
| Participant deferral / active EE | $5,292 | $4,784+10.6% | $4,167+27.0% | $5,982-11.5% |
| Admin fee / account holder | $437 | $10,130-95.7% | $6,795-93.6% | $11,246-96.1% |