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 | $185,675 | $98,750+88.0% | $149,696+24.0% | $79,858+132.5% |
| Participation rate | 78.7% | 75.8%+3.0pp | 82.5%-3.8pp | 69.6%+9.1pp |
| Annual return | 17.07% | 27.43%-10.4pp | 276.60%-259.5pp | 31.71%-14.6pp |
| Employer contribution / active EE | $3,698 | $3,216+15.0% | $4,644-20.4% | $2,471+49.7% |
| Participant deferral / active EE | $7,963 | $5,680+40.2% | $6,842+16.4% | $3,740+112.9% |
| Admin fee / account holder | $2,033 | $6,053-66.4% | $9,309-78.2% | $5,306-61.7% |