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 | $77,896+94.0% | $134,172+12.6% | $82,448+83.3% |
| Participation rate | 85.7% | 62.8%+22.9pp | 72.5%+13.2pp | 68.1%+17.6pp |
| Annual return | 16.86% | 18.21%-1.4pp | 25.30%-8.4pp | 41.64%-24.8pp |
| Employer contribution / active EE | $6,517 | $2,159+201.8% | $3,420+90.6% | $2,551+155.5% |
| Participant deferral / active EE | $12,666 | $3,162+300.6% | $4,690+170.0% | $4,139+206.0% |
| Admin fee / account holder | $9,593 | $6,336+51.4% | $12,016-20.2% | $7,234+32.6% |