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 | $36,216 | $65,409-44.6% | $98,442-63.2% | $85,850-57.8% |
| Participation rate | 94.9% | 65.0%+29.9pp | 73.3%+21.5pp | 69.3%+25.6pp |
| Annual return | 14.34% | 21.76%-7.4pp | 1492.73%-1478.4pp | 318.53%-304.2pp |
| Employer contribution / active EE | $3,317 | $2,168+53.0% | $2,960+12.1% | $2,565+29.3% |
| Participant deferral / active EE | $3,421 | $3,166+8.0% | $4,276-20.0% | $3,952-13.4% |
| Admin fee / account holder | $5,101 | $4,593+11.1% | $5,949-14.3% | $6,260-18.5% |