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 | $225,093 | $105,859+112.6% | $90,160+149.7% | $147,584+52.5% |
| Participation rate | 75.0% | 79.7%-4.7pp | 76.9%-1.9pp | 82.8%-7.8pp |
| Annual return | 15.59% | 37.63%-22.0pp | 34.88%-19.3pp | 578.55%-563.0pp |
| Employer contribution / active EE | $6,816 | $4,126+65.2% | $3,318+105.4% | $4,876+39.8% |
| Participant deferral / active EE | $2,156 | $5,733-62.4% | $5,288-59.2% | $5,439-60.4% |
| Admin fee / account holder | $635 | $8,046-92.1% | $5,943-89.3% | $10,885-94.2% |