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 7-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 | $168,439 | $106,515+58.1% | $96,683+74.2% | $139,434+20.8% |
| Participation rate | 87.5% | 77.8%+9.7pp | 74.3%+13.2pp | 80.3%+7.2pp |
| Annual return | 16.18% | 38.43%-22.2pp | 35.69%-19.5pp | 372.94%-356.8pp |
| Employer contribution / active EE | $4,779 | $4,103+16.5% | $3,737+27.9% | $4,751+0.6% |
| Participant deferral / active EE | $14,730 | $5,454+170.1% | $4,878+201.9% | $6,710+119.5% |
| Admin fee / account holder | $40,860 | $7,877+418.7% | $6,730+507.2% | $11,403+258.3% |