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 | $170,800 | $132,634+28.8% | $115,768+47.5% | $137,256+24.4% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.4%+0.6pp | 80.0%-5.0pp |
| Annual return | 13.70% | 160.70%-147.0pp | 100.46%-86.8pp | 220.34%-206.6pp |
| Employer contribution / active EE | $3,668 | $3,360+9.2% | $2,940+24.8% | $4,156-11.7% |
| Participant deferral / active EE | $11,361 | $5,619+102.2% | $4,917+131.1% | $6,407+77.3% |
| Admin fee / account holder | $15,815 | $15,028+5.2% | $12,439+27.1% | $12,270+28.9% |