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 | $230,003 | $56,060+310.3% | $76,002+202.6% | $80,874+184.4% |
| Participation rate | 96.7% | 62.0%+34.6pp | 69.1%+27.6pp | 67.6%+29.0pp |
| Annual return | 13.13% | 20.54%-7.4pp | 360.07%-346.9pp | 35.62%-22.5pp |
| Employer contribution / active EE | $8,255 | $1,873+340.6% | $2,688+207.1% | $2,756+199.5% |
| Participant deferral / active EE | $13,377 | $3,051+338.4% | $4,257+214.3% | $4,297+211.3% |
| Admin fee / account holder | $474 | $5,237-91.0% | $6,414-92.6% | $6,935-93.2% |