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 | $116,447 | $89,753+29.7% | $107,525+8.3% | $84,808+37.3% |
| Participation rate | 84.0% | 68.1%+15.9pp | 75.1%+8.9pp | 68.3%+15.7pp |
| Annual return | 18.26% | 29.48%-11.2pp | 181.32%-163.1pp | 40.90%-22.6pp |
| Employer contribution / active EE | $2,852 | $3,113-8.4% | $3,754-24.0% | $2,631+8.4% |
| Participant deferral / active EE | $9,397 | $4,056+131.7% | $5,116+83.7% | $4,212+123.1% |
| Admin fee / account holder | $485 | $7,222-93.3% | $8,919-94.6% | $7,344-93.4% |