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 | $233,580 | $152,587+53.1% | $125,175+86.6% | $152,861+52.8% |
| Participation rate | 90.0% | 83.3%+6.7pp | 79.8%+10.2pp | 82.4%+7.6pp |
| Annual return | 13.10% | 54.84%-41.7pp | 43.79%-30.7pp | 345.32%-332.2pp |
| Employer contribution / active EE | $2,379 | $4,946-51.9% | $3,865-38.4% | $4,762-50.0% |
| Participant deferral / active EE | $9,516 | $5,868+62.2% | $4,937+92.8% | $5,850+62.7% |
| Admin fee / account holder | $64,489 | $13,434+380.0% | $9,702+564.7% | $11,596+456.1% |