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 | $201,100 | $172,111+16.8% | $150,298+33.8% | $137,256+46.5% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 33.37% | 69.37%-36.0pp | 62.79%-29.4pp | 220.34%-187.0pp |
| Employer contribution / active EE | $2,694 | $4,636-41.9% | $4,154-35.1% | $4,156-35.2% |
| Participant deferral / active EE | $12,521 | $6,166+103.1% | $5,453+129.6% | $6,407+95.4% |
| Admin fee / account holder | $1,636 | $16,471-90.1% | $14,116-88.4% | $12,270-86.7% |