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 | $163,138 | $100,773+61.9% | $88,946+83.4% | $142,382+14.6% |
| Participation rate | 90.9% | 74.3%+16.6pp | 68.8%+22.1pp | 80.1%+10.8pp |
| Annual return | 19.20% | 70.18%-51.0pp | 57.82%-38.6pp | 217.08%-197.9pp |
| Employer contribution / active EE | $4,060 | $2,918+39.2% | $2,555+58.9% | $4,299-5.6% |
| Participant deferral / active EE | $11,885 | $5,230+127.2% | $4,581+159.4% | $6,507+82.6% |
| Admin fee / account holder | $16,968 | $9,693+75.1% | $8,261+105.4% | $12,624+34.4% |