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 | $106,749+11.1% | $145,433-18.4% | $82,448+43.9% |
| Participation rate | 96.6% | 75.6%+20.9pp | 82.1%+14.4pp | 68.1%+28.5pp |
| Annual return | 25.05% | 27.59%-2.5pp | 66.58%-41.5pp | 41.64%-16.6pp |
| Employer contribution / active EE | $8,251 | $3,444+139.5% | $4,554+81.2% | $2,551+223.4% |
| Participant deferral / active EE | $16,776 | $6,519+157.4% | $7,897+112.4% | $4,139+305.3% |
| Admin fee / account holder | $8,960 | $8,390+6.8% | $13,129-31.8% | $7,234+23.9% |