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 | $178,794 | $127,065+40.7% | $113,168+58.0% | $142,382+25.6% |
| Participation rate | 86.7% | 79.2%+7.5pp | 76.6%+10.1pp | 80.1%+6.5pp |
| Annual return | 37.71% | 24.03%+13.7pp | 24.27%+13.4pp | 217.08%-179.4pp |
| Employer contribution / active EE | $7,310 | $3,442+112.4% | $2,975+145.7% | $4,299+70.0% |
| Participant deferral / active EE | $16,213 | $5,716+183.6% | $5,107+217.5% | $6,507+149.2% |
| Admin fee / account holder | $1,250 | $15,736-92.1% | $12,068-89.6% | $12,624-90.1% |