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 | $172,412 | $86,929+98.3% | $102,423+68.3% | $80,856+113.2% |
| Participation rate | 95.0% | 72.4%+22.6pp | 76.5%+18.5pp | 67.6%+27.4pp |
| Annual return | 10.71% | 18.88%-8.2pp | 29.32%-18.6pp | 35.59%-24.9pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $3,023-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $8,517 | $4,118+106.8% | $5,053+68.6% | $4,296+98.3% |
| Admin fee / account holder | $2,422 | $8,049-69.9% | $9,451-74.4% | $6,918-65.0% |