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 | $164,688 | $72,277+127.9% | $101,248+62.7% | $79,858+106.2% |
| Participation rate | 90.6% | 68.5%+22.2pp | 75.8%+14.8pp | 69.6%+21.0pp |
| Annual return | 18.06% | 22.30%-4.2pp | 46.47%-28.4pp | 31.71%-13.7pp |
| Employer contribution / active EE | $843 | $2,692-68.7% | $3,660-77.0% | $2,471-65.9% |
| Participant deferral / active EE | $6,914 | $3,282+110.7% | $4,370+58.2% | $3,740+84.9% |
| Admin fee / account holder | $15,426 | $4,400+250.6% | $5,945+159.5% | $5,306+190.7% |