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 | $151,453 | $90,503+67.3% | $78,689+92.5% | $273,961-44.7% |
| Participation rate | 92.9% | 76.5%+16.3pp | 73.6%+19.3pp | 83.0%+9.8pp |
| Annual return | 5.06% | 75.60%-70.5pp | 62.18%-57.1pp | 41.45%-36.4pp |
| Employer contribution / active EE | $5,189 | $3,176+63.4% | $2,851+82.0% | $4,869+6.6% |
| Participant deferral / active EE | $5,915 | $3,901+51.6% | $3,517+68.2% | $5,287+11.9% |
| Admin fee / account holder | $18,494 | $5,263+251.4% | $4,510+310.0% | $10,132+82.5% |