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 | $193,515 | $138,065+40.2% | $123,544+56.6% | $135,375+42.9% |
| Participation rate | 85.7% | 84.7%+1.0pp | 82.3%+3.4pp | 82.6%+3.1pp |
| Annual return | 7.58% | 153.68%-146.1pp | 119.20%-111.6pp | 519.73%-512.2pp |
| Employer contribution / active EE | $2,918 | $5,151-43.3% | $4,628-36.9% | $4,779-38.9% |
| Participant deferral / active EE | $8,118 | $6,799+19.4% | $6,426+26.3% | $5,609+44.7% |
| Admin fee / account holder | $1,180 | $10,916-89.2% | $9,284-87.3% | $10,827-89.1% |