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 | $67,589 | $105,181-35.7% | $159,436-57.6% | $85,850-21.3% |
| Participation rate | 96.9% | 75.8%+21.1pp | 82.8%+14.1pp | 69.3%+27.6pp |
| Annual return | 17.18% | 45.07%-27.9pp | 263.57%-246.4pp | 318.53%-301.4pp |
| Employer contribution / active EE | $4,048 | $3,318+22.0% | $4,829-16.2% | $2,565+57.8% |
| Participant deferral / active EE | $6,388 | $5,945+7.5% | $7,352-13.1% | $3,952+61.6% |
| Admin fee / account holder | $1,985 | $6,933-71.4% | $10,799-81.6% | $6,260-68.3% |