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 | $130,937 | $54,705+139.4% | $71,209+83.9% | $84,808+54.4% |
| Participation rate | 90.0% | 64.1%+25.9pp | 73.8%+16.2pp | 68.3%+21.7pp |
| Annual return | 13.87% | 35.90%-22.0pp | 282.51%-268.6pp | 40.90%-27.0pp |
| Employer contribution / active EE | $4,203 | $2,158+94.8% | $2,721+54.5% | $2,631+59.7% |
| Participant deferral / active EE | $10,619 | $3,030+250.4% | $4,175+154.3% | $4,212+152.1% |
| Admin fee / account holder | $3,069 | $4,863-36.9% | $5,349-42.6% | $7,344-58.2% |