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 | $209,145 | $154,228+35.6% | $145,433+43.8% | $137,256+52.4% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 80.0%-5.0pp |
| Annual return | 14.44% | 74.59%-60.2pp | 66.58%-52.1pp | 220.34%-205.9pp |
| Employer contribution / active EE | $1,386 | $4,804-71.2% | $4,554-69.6% | $4,156-66.7% |
| Participant deferral / active EE | $16,709 | $8,216+103.4% | $7,897+111.6% | $6,407+160.8% |
| Admin fee / account holder | $1,062 | $14,344-92.6% | $13,129-91.9% | $12,270-91.3% |