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 8-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 | $154,287 | $70,475+118.9% | $100,516+53.5% | $79,858+93.2% |
| Participation rate | 96.2% | 73.7%+22.5pp | 79.4%+16.8pp | 69.6%+26.5pp |
| Annual return | 30.40% | 21.90%+8.5pp | 30.89%-0.5pp | 31.71%-1.3pp |
| Employer contribution / active EE | $4,016 | $2,165+85.5% | $3,418+17.5% | $2,471+62.5% |
| Participant deferral / active EE | $9,060 | $5,181+74.9% | $6,270+44.5% | $3,740+142.2% |
| Admin fee / account holder | $1,088 | $4,478-75.7% | $8,081-86.5% | $5,306-79.5% |