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 | $84,223 | $109,881-23.4% | $150,045-43.9% | $84,808-0.7% |
| Participation rate | 97.8% | 76.1%+21.7pp | 82.3%+15.5pp | 68.3%+29.5pp |
| Annual return | 22.76% | 28.25%-5.5pp | 62.55%-39.8pp | 40.90%-18.1pp |
| Employer contribution / active EE | $7,312 | $3,561+105.3% | $4,693+55.8% | $2,631+177.9% |
| Participant deferral / active EE | $14,123 | $6,636+112.8% | $7,997+76.6% | $4,212+235.3% |
| Admin fee / account holder | $5,392 | $8,568-37.1% | $13,435-59.9% | $7,344-26.6% |