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 | $184,431 | $125,758+46.7% | $169,993+8.5% | $75,163+145.4% |
| Participation rate | 88.5% | 83.6%+4.9pp | 87.0%+1.5pp | 67.2%+21.3pp |
| Annual return | 18.85% | 27.20%-8.3pp | 53.37%-34.5pp | 160.62%-141.8pp |
| Employer contribution / active EE | $7,856 | $4,615+70.2% | $6,785+15.8% | $2,670+194.3% |
| Participant deferral / active EE | $16,222 | $6,837+137.3% | $10,408+55.9% | $4,125+293.3% |
| Admin fee / account holder | $8,959 | $8,173+9.6% | $12,815-30.1% | $5,651+58.5% |