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 | $102,099 | $65,365+56.2% | $92,893+9.9% | $72,985+39.9% |
| Participation rate | 95.2% | 68.3%+26.9pp | 76.0%+19.2pp | 69.5%+25.8pp |
| Annual return | 23.24% | 42.10%-18.9pp | 109.41%-86.2pp | 81.00%-57.8pp |
| Employer contribution / active EE | $4,739 | $2,594+82.7% | $3,653+29.8% | $2,440+94.3% |
| Participant deferral / active EE | $10,537 | $3,128+236.8% | $4,236+148.8% | $3,607+192.1% |
| Admin fee / account holder | $1,151 | $4,251-72.9% | $5,794-80.1% | $5,124-77.5% |