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 | $136,356 | $91,037+49.8% | $71,671+90.3% | $147,584-7.6% |
| Participation rate | 75.0% | 76.1%-1.1pp | 68.7%+6.3pp | 82.8%-7.8pp |
| Annual return | 16.77% | 20.48%-3.7pp | 20.65%-3.9pp | 578.55%-561.8pp |
| Employer contribution / active EE | $487 | $3,327-85.4% | $2,460-80.2% | $4,876-90.0% |
| Participant deferral / active EE | $7,316 | $4,498+62.6% | $3,438+112.8% | $5,439+34.5% |
| Admin fee / account holder | $8,722 | $8,613+1.3% | $5,558+56.9% | $10,885-19.9% |