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 | $222,372 | $176,812+25.8% | $146,665+51.6% | $167,490+32.8% |
| Participation rate | 70.0% | 83.6%-13.6pp | 80.1%-10.1pp | 82.1%-12.1pp |
| Annual return | 19.21% | 24.03%-4.8pp | 22.74%-3.5pp | 478.56%-459.3pp |
| Employer contribution / active EE | $2,587 | $5,160-49.9% | $4,136-37.5% | $4,837-46.5% |
| Participant deferral / active EE | $4,851 | $6,440-24.7% | $5,506-11.9% | $6,341-23.5% |
| Admin fee / account holder | $6,556 | $13,259-50.6% | $10,280-36.2% | $12,309-46.7% |