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 | $236,162 | $214,378+10.2% | $200,582+17.7% | $142,382+65.9% |
| Participation rate | 75.0% | 87.4%-12.4pp | 86.9%-11.9pp | 80.1%-5.1pp |
| Annual return | 12.39% | 46.41%-34.0pp | 42.33%-29.9pp | 217.08%-204.7pp |
| Employer contribution / active EE | $12,834 | $6,841+87.6% | $6,419+99.9% | $4,299+198.5% |
| Participant deferral / active EE | $11,354 | $9,865+15.1% | $9,331+21.7% | $6,507+74.5% |
| Admin fee / account holder | $1,192 | $17,692-93.3% | $16,305-92.7% | $12,624-90.6% |