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 | $201,092 | $117,983+70.4% | $101,794+97.5% | $142,382+41.2% |
| Participation rate | 73.9% | 74.2%-0.3pp | 69.2%+4.7pp | 80.1%-6.2pp |
| Annual return | 15.67% | 36.92%-21.2pp | 30.53%-14.9pp | 217.08%-201.4pp |
| Employer contribution / active EE | $3,659 | $2,773+32.0% | $2,289+59.8% | $4,299-14.9% |
| Participant deferral / active EE | $9,030 | $4,714+91.6% | $4,084+121.1% | $6,507+38.8% |
| Admin fee / account holder | $888 | $10,433-91.5% | $8,777-89.9% | $12,624-93.0% |