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 8-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 | $164,065 | $85,006+93.0% | $76,190+115.3% | $145,922+12.4% |
| Participation rate | 90.9% | 82.9%+8.0pp | 79.3%+11.7pp | 80.3%+10.6pp |
| Annual return | 19.39% | 13.11%+6.3pp | 13.78%+5.6pp | 561.29%-541.9pp |
| Employer contribution / active EE | $4,178 | $5,265-20.6% | $4,578-8.7% | $4,660-10.3% |
| Participant deferral / active EE | $11,580 | $6,392+81.2% | $5,474+111.5% | $6,688+73.2% |
| Admin fee / account holder | $13,564 | $5,760+135.5% | $5,123+164.8% | $13,397+1.2% |