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 | $151,141 | $78,926+91.5% | $136,749+10.5% | $84,808+78.2% |
| Participation rate | 85.7% | 62.2%+23.5pp | 72.1%+13.6pp | 68.3%+17.4pp |
| Annual return | 16.86% | 18.17%-1.3pp | 24.33%-7.5pp | 40.90%-24.0pp |
| Employer contribution / active EE | $6,517 | $2,134+205.4% | $3,400+91.7% | $2,631+147.7% |
| Participant deferral / active EE | $12,666 | $3,168+299.8% | $4,692+169.9% | $4,212+200.7% |
| Admin fee / account holder | $9,593 | $6,369+50.6% | $11,386-15.8% | $7,344+30.6% |