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 | $146,966 | $89,355+64.5% | $141,162+4.1% | $72,985+101.4% |
| Participation rate | 97.1% | 75.1%+22.0pp | 82.5%+14.7pp | 69.5%+27.7pp |
| Annual return | 28.40% | 111.85%-83.4pp | 71.39%-43.0pp | 81.00%-52.6pp |
| Employer contribution / active EE | $5,843 | $3,114+87.6% | $4,735+23.4% | $2,440+139.5% |
| Participant deferral / active EE | $7,076 | $5,418+30.6% | $6,709+5.5% | $3,607+96.2% |
| Admin fee / account holder | $356 | $5,958-94.0% | $10,261-96.5% | $5,124-93.1% |