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 | $158,254 | $111,754+41.6% | $103,333+53.1% | $145,922+8.5% |
| Participation rate | 72.2% | 77.9%-5.7pp | 74.5%-2.3pp | 80.3%-8.1pp |
| Annual return | 33.34% | 24.77%+8.6pp | 24.88%+8.5pp | 561.29%-527.9pp |
| Employer contribution / active EE | $3,175 | $4,212-24.6% | $3,868-17.9% | $4,660-31.9% |
| Participant deferral / active EE | $9,422 | $5,619+67.7% | $5,057+86.3% | $6,688+40.9% |
| Admin fee / account holder | $4,352 | $9,750-55.4% | $8,355-47.9% | $13,397-67.5% |