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 | $215,269 | $70,428+205.7% | $96,562+122.9% | $85,850+150.8% |
| Participation rate | 79.4% | 61.8%+17.6pp | 69.8%+9.6pp | 69.3%+10.1pp |
| Annual return | 31.51% | 18.59%+12.9pp | 37.78%-6.3pp | 318.53%-287.0pp |
| Employer contribution / active EE | $2,860 | $1,413+102.4% | $2,356+21.4% | $2,565+11.5% |
| Participant deferral / active EE | $5,591 | $2,894+93.2% | $3,849+45.3% | $3,952+41.5% |
| Admin fee / account holder | $7,521 | $4,997+50.5% | $6,181+21.7% | $6,260+20.1% |