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 | $208,906 | $61,605+239.1% | $112,229+86.1% | $75,163+177.9% |
| Participation rate | 74.5% | 61.7%+12.8pp | 72.4%+2.0pp | 67.2%+7.3pp |
| Annual return | 19.62% | 28.47%-8.8pp | 30.20%-10.6pp | 160.62%-141.0pp |
| Employer contribution / active EE | $3,798 | $2,015+88.5% | $3,430+10.7% | $2,670+42.3% |
| Participant deferral / active EE | $8,867 | $3,108+185.3% | $4,798+84.8% | $4,125+114.9% |
| Admin fee / account holder | $17,105 | $4,862+251.8% | $7,748+120.8% | $5,651+202.7% |