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 | $156,866 | $118,849+32.0% | $96,562+62.5% | $167,490-6.3% |
| Participation rate | 76.9% | 75.5%+1.4pp | 69.8%+7.1pp | 82.1%-5.2pp |
| Annual return | 11.73% | 50.49%-38.8pp | 37.78%-26.1pp | 478.56%-466.8pp |
| Employer contribution / active EE | $3,533 | $3,120+13.3% | $2,356+49.9% | $4,837-27.0% |
| Participant deferral / active EE | $7,691 | $4,616+66.6% | $3,849+99.8% | $6,341+21.3% |
| Admin fee / account holder | $2,263 | $8,065-71.9% | $6,181-63.4% | $12,309-81.6% |