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 | $176,565 | $127,777+38.2% | $106,548+65.7% | $167,490+5.4% |
| Participation rate | 85.7% | 78.3%+7.4pp | 76.1%+9.6pp | 82.1%+3.6pp |
| Annual return | 16.21% | 33.87%-17.7pp | 26.80%-10.6pp | 478.56%-462.3pp |
| Employer contribution / active EE | $6,039 | $3,427+76.2% | $2,819+114.2% | $4,837+24.8% |
| Participant deferral / active EE | $7,420 | $5,087+45.9% | $4,398+68.7% | $6,341+17.0% |
| Admin fee / account holder | $13,025 | $11,228+16.0% | $7,407+75.8% | $12,309+5.8% |