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 | $239,691 | $91,190+162.8% | $178,490+34.3% | $79,858+200.1% |
| Participation rate | 85.2% | 69.2%+16.0pp | 81.9%+3.3pp | 69.6%+15.6pp |
| Annual return | 32.45% | 24.19%+8.3pp | 151.07%-118.6pp | 31.71%+0.7pp |
| Employer contribution / active EE | $8,897 | $3,256+173.3% | $5,011+77.6% | $2,471+260.1% |
| Participant deferral / active EE | $5,641 | $3,236+74.3% | $5,202+8.5% | $3,740+50.8% |
| Admin fee / account holder | $754 | $6,751-88.8% | $13,984-94.6% | $5,306-85.8% |