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 | $221,223 | $87,013+154.2% | $106,213+108.3% | $80,856+173.6% |
| Participation rate | 77.8% | 70.4%+7.3pp | 75.3%+2.5pp | 67.6%+10.1pp |
| Annual return | 11.59% | 17.05%-5.5pp | 116.14%-104.6pp | 35.59%-24.0pp |
| Employer contribution / active EE | $2,732 | $2,395+14.1% | $3,171-13.9% | $2,755-0.8% |
| Participant deferral / active EE | $7,353 | $3,986+84.5% | $5,016+46.6% | $4,296+71.2% |
| Admin fee / account holder | $3,692 | $8,431-56.2% | $11,033-66.5% | $6,918-46.6% |