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 | $146,504 | $65,365+124.1% | $92,893+57.7% | $72,985+100.7% |
| Participation rate | 76.5% | 68.3%+8.2pp | 76.0%+0.5pp | 69.5%+7.0pp |
| Annual return | 35.38% | 42.10%-6.7pp | 109.41%-74.0pp | 81.00%-45.6pp |
| Employer contribution / active EE | $1,540 | $2,594-40.6% | $3,653-57.8% | $2,440-36.9% |
| Participant deferral / active EE | $5,997 | $3,128+91.7% | $4,236+41.6% | $3,607+66.2% |
| Admin fee / account holder | $3,792 | $4,251-10.8% | $5,794-34.6% | $5,124-26.0% |