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 | $236,322 | $165,984+42.4% | $164,813+43.4% | $145,922+62.0% |
| Participation rate | 71.4% | 82.0%-10.6pp | 78.6%-7.2pp | 80.3%-8.8pp |
| Annual return | 18.18% | 100.03%-81.9pp | 69.93%-51.8pp | 561.29%-543.1pp |
| Employer contribution / active EE | $2,913 | $5,273-44.8% | $4,341-32.9% | $4,660-37.5% |
| Participant deferral / active EE | $7,527 | $6,959+8.2% | $6,031+24.8% | $6,688+12.5% |
| Admin fee / account holder | $1,664 | $16,648-90.0% | $12,690-86.9% | $13,397-87.6% |