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 | $124,237 | $80,673+54.0% | $101,326+22.6% | $84,808+46.5% |
| Participation rate | 75.0% | 77.8%-2.8pp | 81.5%-6.5pp | 68.3%+6.7pp |
| Annual return | 49.03% | 38.95%+10.1pp | 36.82%+12.2pp | 40.90%+8.1pp |
| Employer contribution / active EE | $4,898 | $2,698+81.6% | $3,665+33.6% | $2,631+86.2% |
| Participant deferral / active EE | $9,252 | $6,840+35.3% | $7,994+15.7% | $4,212+119.7% |
| Admin fee / account holder | $3,506 | $12,784-72.6% | $11,185-68.7% | $7,344-52.3% |