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 | $225,665 | $148,534+51.9% | $135,903+66.0% | $139,434+61.8% |
| Participation rate | 85.7% | 83.9%+1.9pp | 81.9%+3.8pp | 80.3%+5.4pp |
| Annual return | 18.69% | 79.19%-60.5pp | 68.23%-49.5pp | 372.94%-354.3pp |
| Employer contribution / active EE | $5,398 | $5,243+3.0% | $4,856+11.2% | $4,751+13.6% |
| Participant deferral / active EE | $12,909 | $8,100+59.4% | $7,758+66.4% | $6,710+92.4% |
| Admin fee / account holder | $1,316 | $12,400-89.4% | $10,762-87.8% | $11,403-88.5% |