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 | $123,192 | $214,378-42.5% | $200,582-38.6% | $142,382-13.5% |
| Participation rate | 90.9% | 87.4%+3.5pp | 86.9%+4.0pp | 80.1%+10.8pp |
| Annual return | 17.32% | 46.41%-29.1pp | 42.33%-25.0pp | 217.08%-199.8pp |
| Employer contribution / active EE | $5,616 | $6,841-17.9% | $6,419-12.5% | $4,299+30.6% |
| Participant deferral / active EE | $14,330 | $9,865+45.3% | $9,331+53.6% | $6,507+120.2% |
| Admin fee / account holder | $16,472 | $17,692-6.9% | $16,305+1.0% | $12,624+30.5% |