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 | $234,465 | $238,490-1.7% | $180,183+30.1% | $142,382+64.7% |
| Participation rate | 80.0% | 82.3%-2.3pp | 77.4%+2.6pp | 80.1%-0.1pp |
| Annual return | 17.90% | 33.56%-15.7pp | 27.86%-10.0pp | 217.08%-199.2pp |
| Employer contribution / active EE | $9,731 | $6,143+58.4% | $5,039+93.1% | $4,299+126.4% |
| Participant deferral / active EE | $16,374 | $7,996+104.8% | $6,822+140.0% | $6,507+151.6% |
| Admin fee / account holder | $37,900 | $28,866+31.3% | $19,975+89.7% | $12,624+200.2% |