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 | $229,343 | $152,587+50.3% | $125,175+83.2% | $152,861+50.0% |
| Participation rate | 93.3% | 83.3%+10.0pp | 79.8%+13.6pp | 82.4%+10.9pp |
| Annual return | 24.84% | 54.84%-30.0pp | 43.79%-19.0pp | 345.32%-320.5pp |
| Employer contribution / active EE | $1,130 | $4,946-77.2% | $3,865-70.8% | $4,762-76.3% |
| Participant deferral / active EE | $3,043 | $5,868-48.1% | $4,937-38.4% | $5,850-48.0% |
| Admin fee / account holder | $1,411 | $13,434-89.5% | $9,702-85.5% | $11,596-87.8% |