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 8-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 | $171,289 | $77,899+119.9% | $149,673+14.4% | $75,163+127.9% |
| Participation rate | 88.0% | 65.6%+22.4pp | 78.8%+9.2pp | 67.2%+20.8pp |
| Annual return | 21.37% | 31.72%-10.4pp | 134.42%-113.0pp | 160.62%-139.2pp |
| Employer contribution / active EE | $8,447 | $3,137+169.2% | $4,818+75.3% | $2,670+216.4% |
| Participant deferral / active EE | $13,900 | $3,411+307.5% | $5,680+144.7% | $4,125+237.0% |
| Admin fee / account holder | $1,170 | $5,956-80.4% | $13,210-91.1% | $5,651-79.3% |