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 | $101,487 | $109,881-7.6% | $150,045-32.4% | $84,808+19.7% |
| Participation rate | 93.8% | 76.1%+17.7pp | 82.3%+11.4pp | 68.3%+25.4pp |
| Annual return | 25.45% | 28.25%-2.8pp | 62.55%-37.1pp | 40.90%-15.4pp |
| Employer contribution / active EE | $7,477 | $3,561+110.0% | $4,693+59.3% | $2,631+184.2% |
| Participant deferral / active EE | $12,904 | $6,636+94.5% | $7,997+61.4% | $4,212+206.4% |
| Admin fee / account holder | $11,061 | $8,568+29.1% | $13,435-17.7% | $7,344+50.6% |