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 | $121,247 | $109,881+10.3% | $150,045-19.2% | $84,808+43.0% |
| Participation rate | 90.9% | 76.1%+14.8pp | 82.3%+8.6pp | 68.3%+22.6pp |
| Annual return | 29.84% | 28.25%+1.6pp | 62.55%-32.7pp | 40.90%-11.1pp |
| Employer contribution / active EE | $8,869 | $3,561+149.0% | $4,693+89.0% | $2,631+237.1% |
| Participant deferral / active EE | $10,281 | $6,636+54.9% | $7,997+28.6% | $4,212+144.1% |
| Admin fee / account holder | $3,285 | $8,568-61.7% | $13,435-75.5% | $7,344-55.3% |