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 | $114,603 | $101,069+13.4% | $81,478+40.7% | $147,584-22.3% |
| Participation rate | 83.3% | 74.5%+8.9pp | 68.0%+15.4pp | 82.8%+0.5pp |
| Annual return | 17.53% | 32.40%-14.9pp | 38.78%-21.3pp | 578.55%-561.0pp |
| Employer contribution / active EE | $4,570 | $3,205+42.6% | $2,568+78.0% | $4,876-6.3% |
| Participant deferral / active EE | $13,851 | $4,242+226.5% | $3,537+291.6% | $5,439+154.7% |
| Admin fee / account holder | $1,726 | $5,812-70.3% | $4,561-62.2% | $10,885-84.1% |