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 | $181,680 | $112,881+60.9% | $90,951+99.8% | $158,922+14.3% |
| Participation rate | 75.0% | 74.7%+0.3pp | 69.0%+6.0pp | 82.0%-7.0pp |
| Annual return | 18.60% | 215.79%-197.2pp | 134.60%-116.0pp | 302.83%-284.2pp |
| Employer contribution / active EE | $2,664 | $2,893-7.9% | $2,122+25.6% | $4,761-44.0% |
| Participant deferral / active EE | $4,652 | $4,128+12.7% | $3,373+37.9% | $5,982-22.2% |
| Admin fee / account holder | $976 | $8,041-87.9% | $5,959-83.6% | $11,246-91.3% |