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 | $123,617 | $109,881+12.5% | $150,045-17.6% | $84,808+45.8% |
| Participation rate | 97.8% | 76.1%+21.7pp | 82.3%+15.5pp | 68.3%+29.5pp |
| Annual return | 22.35% | 28.25%-5.9pp | 62.55%-40.2pp | 40.90%-18.5pp |
| Employer contribution / active EE | $5,448 | $3,561+53.0% | $4,693+16.1% | $2,631+107.1% |
| Participant deferral / active EE | $12,807 | $6,636+93.0% | $7,997+60.1% | $4,212+204.1% |
| Admin fee / account holder | $762 | $8,568-91.1% | $13,435-94.3% | $7,344-89.6% |