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 | $78,573 | $185,822-57.7% | $169,993-53.8% | $139,434-43.6% |
| Participation rate | 90.9% | 87.8%+3.2pp | 87.0%+3.9pp | 80.3%+10.6pp |
| Annual return | 25.37% | 60.50%-35.1pp | 53.37%-28.0pp | 372.94%-347.6pp |
| Employer contribution / active EE | $5,393 | $7,590-29.0% | $6,785-20.5% | $4,751+13.5% |
| Participant deferral / active EE | $12,369 | $11,622+6.4% | $10,408+18.8% | $6,710+84.3% |
| Admin fee / account holder | $1,304 | $15,381-91.5% | $12,815-89.8% | $11,403-88.6% |