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 | $108,656 | $66,402+63.6% | $109,895-1.1% | $85,850+26.6% |
| Participation rate | 87.0% | 63.9%+23.1pp | 74.2%+12.8pp | 69.3%+17.7pp |
| Annual return | 25.89% | 19.59%+6.3pp | 29.45%-3.6pp | 318.53%-292.6pp |
| Employer contribution / active EE | $2,901 | $1,687+71.9% | $2,842+2.1% | $2,565+13.1% |
| Participant deferral / active EE | $3,349 | $2,842+17.8% | $4,048-17.3% | $3,952-15.3% |
| Admin fee / account holder | $3,671 | $4,557-19.4% | $6,066-39.5% | $6,260-41.4% |