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 7-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 | $211,334 | $197,591+7.0% | $177,821+18.8% | $158,922+33.0% |
| Participation rate | 92.9% | 88.5%+4.3pp | 87.7%+5.1pp | 82.0%+10.9pp |
| Annual return | 16.96% | 58.76%-41.8pp | 48.32%-31.4pp | 302.83%-285.9pp |
| Employer contribution / active EE | $6,271 | $6,697-6.4% | $5,918+6.0% | $4,761+31.7% |
| Participant deferral / active EE | $13,446 | $8,405+60.0% | $7,714+74.3% | $5,982+124.8% |
| Admin fee / account holder | $6,250 | $15,399-59.4% | $12,427-49.7% | $11,246-44.4% |