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 | $224,455 | $107,334+109.1% | $92,893+141.6% | $152,861+46.8% |
| Participation rate | 71.4% | 79.8%-8.4pp | 76.0%-4.6pp | 82.4%-11.0pp |
| Annual return | 21.54% | 145.58%-124.0pp | 109.41%-87.9pp | 345.32%-323.8pp |
| Employer contribution / active EE | $2,942 | $4,221-30.3% | $3,653-19.5% | $4,762-38.2% |
| Participant deferral / active EE | $5,806 | $4,845+19.8% | $4,236+37.1% | $5,850-0.8% |
| Admin fee / account holder | $2,969 | $7,079-58.1% | $5,794-48.8% | $11,596-74.4% |