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 | $179,628 | $95,971+87.2% | $74,550+141.0% | $135,375+32.7% |
| Participation rate | 80.0% | 75.7%+4.3pp | 69.1%+10.9pp | 82.6%-2.6pp |
| Annual return | 4.26% | 56.96%-52.7pp | 32.53%-28.3pp | 519.73%-515.5pp |
| Employer contribution / active EE | $1,399 | $2,716-48.5% | $1,961-28.7% | $4,779-70.7% |
| Participant deferral / active EE | $5,837 | $3,843+51.9% | $3,108+87.8% | $5,609+4.1% |
| Admin fee / account holder | $1,398 | $6,522-78.6% | $5,060-72.4% | $10,827-87.1% |