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 | $202,430 | $106,515+90.0% | $96,683+109.4% | $139,434+45.2% |
| Participation rate | 93.8% | 77.8%+15.9pp | 74.3%+19.4pp | 80.3%+13.4pp |
| Annual return | 20.56% | 38.43%-17.9pp | 35.69%-15.1pp | 372.94%-352.4pp |
| Employer contribution / active EE | $2,152 | $4,103-47.5% | $3,737-42.4% | $4,751-54.7% |
| Participant deferral / active EE | $5,843 | $5,454+7.1% | $4,878+19.8% | $6,710-12.9% |
| Admin fee / account holder | $5,304 | $7,877-32.7% | $6,730-21.2% | $11,403-53.5% |