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 | $167,405 | $185,822-9.9% | $169,993-1.5% | $139,434+20.1% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 30.19% | 60.50%-30.3pp | 53.37%-23.2pp | 372.94%-342.8pp |
| Employer contribution / active EE | $9,205 | $7,590+21.3% | $6,785+35.7% | $4,751+93.8% |
| Participant deferral / active EE | $14,998 | $11,622+29.0% | $10,408+44.1% | $6,710+123.5% |
| Admin fee / account holder | $1,412 | $15,381-90.8% | $12,815-89.0% | $11,403-87.6% |