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 | $154,856 | $117,983+31.3% | $101,794+52.1% | $142,382+8.8% |
| Participation rate | 90.9% | 74.2%+16.7pp | 69.2%+21.7pp | 80.1%+10.8pp |
| Annual return | 26.23% | 36.92%-10.7pp | 30.53%-4.3pp | 217.08%-190.8pp |
| Employer contribution / active EE | $3,229 | $2,773+16.4% | $2,289+41.1% | $4,299-24.9% |
| Participant deferral / active EE | $8,542 | $4,714+81.2% | $4,084+109.2% | $6,507+31.3% |
| Admin fee / account holder | $1,671 | $10,433-84.0% | $8,777-81.0% | $12,624-86.8% |