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 | $199,141 | $80,673+146.9% | $101,326+96.5% | $84,808+134.8% |
| Participation rate | 96.3% | 77.8%+18.5pp | 81.5%+14.8pp | 68.3%+28.0pp |
| Annual return | 19.68% | 38.95%-19.3pp | 36.82%-17.1pp | 40.90%-21.2pp |
| Employer contribution / active EE | $3,860 | $2,698+43.1% | $3,665+5.3% | $2,631+46.7% |
| Participant deferral / active EE | $10,655 | $6,840+55.8% | $7,994+33.3% | $4,212+153.0% |
| Admin fee / account holder | $403 | $12,784-96.8% | $11,185-96.4% | $7,344-94.5% |