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 | $201,963 | $172,111+17.3% | $150,298+34.4% | $137,256+47.1% |
| Participation rate | 75.0% | 81.7%-6.7pp | 77.8%-2.8pp | 80.0%-5.0pp |
| Annual return | 18.91% | 69.37%-50.5pp | 62.79%-43.9pp | 220.34%-201.4pp |
| Employer contribution / active EE | $8,531 | $4,636+84.0% | $4,154+105.4% | $4,156+105.3% |
| Participant deferral / active EE | $7,501 | $6,166+21.7% | $5,453+37.6% | $6,407+17.1% |
| Admin fee / account holder | $2,934 | $16,471-82.2% | $14,116-79.2% | $12,270-76.1% |