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 8-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 | $165,286 | $214,378-22.9% | $200,582-17.6% | $142,382+16.1% |
| Participation rate | 86.7% | 87.4%-0.8pp | 86.9%-0.2pp | 80.1%+6.5pp |
| Annual return | 36.06% | 46.41%-10.3pp | 42.33%-6.3pp | 217.08%-181.0pp |
| Employer contribution / active EE | $13,431 | $6,841+96.3% | $6,419+109.2% | $4,299+212.4% |
| Participant deferral / active EE | $10,364 | $9,865+5.1% | $9,331+11.1% | $6,507+59.3% |
| Admin fee / account holder | $31,245 | $17,692+76.6% | $16,305+91.6% | $12,624+147.5% |