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 8-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 | $76,568 | $185,822-58.8% | $169,993-55.0% | $139,434-45.1% |
| Participation rate | 87.5% | 87.8%-0.3pp | 87.0%+0.5pp | 80.3%+7.2pp |
| Annual return | 33.67% | 60.50%-26.8pp | 53.37%-19.7pp | 372.94%-339.3pp |
| Employer contribution / active EE | $14,488 | $7,590+90.9% | $6,785+113.5% | $4,751+205.0% |
| Participant deferral / active EE | $16,106 | $11,622+38.6% | $10,408+54.8% | $6,710+140.0% |
| Admin fee / account holder | $490 | $15,381-96.8% | $12,815-96.2% | $11,403-95.7% |