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 | $118,643 | $109,881+8.0% | $150,045-20.9% | $84,808+39.9% |
| Participation rate | 96.6% | 76.1%+20.5pp | 82.3%+14.2pp | 68.3%+28.2pp |
| Annual return | 25.05% | 28.25%-3.2pp | 62.55%-37.5pp | 40.90%-15.9pp |
| Employer contribution / active EE | $8,251 | $3,561+131.7% | $4,693+75.8% | $2,631+213.6% |
| Participant deferral / active EE | $16,776 | $6,636+152.8% | $7,997+109.8% | $4,212+298.3% |
| Admin fee / account holder | $8,960 | $8,568+4.6% | $13,435-33.3% | $7,344+22.0% |