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 | $108,779 | $52,580+106.9% | $71,671+51.8% | $70,131+55.1% |
| Participation rate | 77.8% | 60.9%+16.9pp | 68.7%+9.0pp | 69.5%+8.2pp |
| Annual return | 12.33% | 20.25%-7.9pp | 20.65%-8.3pp | 73.14%-60.8pp |
| Employer contribution / active EE | $3,171 | $1,616+96.2% | $2,460+28.9% | $2,342+35.4% |
| Participant deferral / active EE | $6,101 | $2,386+155.7% | $3,438+77.5% | $3,332+83.1% |
| Admin fee / account holder | $756 | $3,653-79.3% | $5,558-86.4% | $4,645-83.7% |