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 | $173,761 | $148,534+17.0% | $135,903+27.9% | $139,434+24.6% |
| Participation rate | 71.4% | 83.9%-12.4pp | 81.9%-10.5pp | 80.3%-8.9pp |
| Annual return | 21.79% | 79.19%-57.4pp | 68.23%-46.4pp | 372.94%-351.2pp |
| Employer contribution / active EE | $1,918 | $5,243-63.4% | $4,856-60.5% | $4,751-59.6% |
| Participant deferral / active EE | $9,881 | $8,100+22.0% | $7,758+27.4% | $6,710+47.3% |
| Admin fee / account holder | $766 | $12,400-93.8% | $10,762-92.9% | $11,403-93.3% |