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 | $154,862 | $115,708+33.8% | $65,255+137.3% | $139,434+11.1% |
| Participation rate | 80.0% | 67.8%+12.2pp | 65.0%+15.0pp | 80.3%-0.3pp |
| Annual return | 34.57% | 31.19%+3.4pp | 47.35%-12.8pp | 372.94%-338.4pp |
| Employer contribution / active EE | $10,836 | $2,599+316.9% | $1,691+540.7% | $4,751+128.1% |
| Participant deferral / active EE | $12,526 | $4,240+195.4% | $2,831+342.5% | $6,710+86.7% |
| Admin fee / account holder | $3,548 | $6,698-47.0% | $4,112-13.7% | $11,403-68.9% |