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 | $229,117 | $94,338+142.9% | $100,534+127.9% | $142,382+60.9% |
| Participation rate | 76.5% | 81.7%-5.3pp | 80.6%-4.1pp | 80.1%-3.6pp |
| Annual return | 17.27% | 29.20%-11.9pp | 32.66%-15.4pp | 217.08%-199.8pp |
| Employer contribution / active EE | $2,711 | $4,237-36.0% | $4,346-37.6% | $4,299-36.9% |
| Participant deferral / active EE | $7,181 | $5,934+21.0% | $6,144+16.9% | $6,507+10.4% |
| Admin fee / account holder | $24,248 | $8,421+187.9% | $7,654+216.8% | $12,624+92.1% |