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 | $158,113 | $54,705+189.0% | $71,209+122.0% | $84,808+86.4% |
| Participation rate | 82.1% | 64.1%+18.0pp | 73.8%+8.3pp | 68.3%+13.7pp |
| Annual return | 18.65% | 35.90%-17.3pp | 282.51%-263.9pp | 40.90%-22.2pp |
| Employer contribution / active EE | $7,468 | $2,158+246.1% | $2,721+174.5% | $2,631+183.8% |
| Participant deferral / active EE | $11,978 | $3,030+295.2% | $4,175+186.9% | $4,212+184.4% |
| Admin fee / account holder | $2,433 | $4,863-50.0% | $5,349-54.5% | $7,344-66.9% |