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 | $202,202 | $154,365+31.0% | $130,231+55.3% | $139,434+45.0% |
| Participation rate | 90.9% | 79.9%+11.0pp | 76.3%+14.6pp | 80.3%+10.6pp |
| Annual return | 18.54% | 30.34%-11.8pp | 38.77%-20.2pp | 372.94%-354.4pp |
| Employer contribution / active EE | $10,656 | $5,170+106.1% | $4,126+158.3% | $4,751+124.3% |
| Participant deferral / active EE | $15,394 | $8,498+81.1% | $6,799+126.4% | $6,710+129.4% |
| Admin fee / account holder | $1,860 | $9,214-79.8% | $6,020-69.1% | $11,403-83.7% |