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 | $205,284 | $183,519+11.9% | $155,509+32.0% | $145,922+40.7% |
| Participation rate | 72.7% | 82.7%-9.9pp | 78.2%-5.5pp | 80.3%-7.5pp |
| Annual return | 14.63% | 61.17%-46.5pp | 64.67%-50.0pp | 561.29%-546.7pp |
| Employer contribution / active EE | $6,588 | $5,313+24.0% | $4,672+41.0% | $4,660+41.4% |
| Participant deferral / active EE | $2,077 | $6,462-67.9% | $5,626-63.1% | $6,688-68.9% |
| Admin fee / account holder | $16,502 | $19,313-14.6% | $15,912+3.7% | $13,397+23.2% |