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 | $131,758 | $89,753+46.8% | $107,525+22.5% | $84,808+55.4% |
| Participation rate | 95.7% | 68.1%+27.6pp | 75.1%+20.6pp | 68.3%+27.3pp |
| Annual return | 13.00% | 29.48%-16.5pp | 181.32%-168.3pp | 40.90%-27.9pp |
| Employer contribution / active EE | $1,415 | $3,113-54.6% | $3,754-62.3% | $2,631-46.2% |
| Participant deferral / active EE | $10,558 | $4,056+160.3% | $5,116+106.4% | $4,212+150.7% |
| Admin fee / account holder | $6,440 | $7,222-10.8% | $8,919-27.8% | $7,344-12.3% |