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 | $147,121 | $177,572-17.1% | $154,803-5.0% | $142,382+3.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 16.92% | 65.07%-48.1pp | 58.88%-42.0pp | 217.08%-200.2pp |
| Employer contribution / active EE | $4,502 | $4,810-6.4% | $4,305+4.6% | $4,299+4.7% |
| Participant deferral / active EE | $11,500 | $6,272+83.4% | $5,540+107.6% | $6,507+76.7% |
| Admin fee / account holder | $315 | $16,786-98.1% | $14,329-97.8% | $12,624-97.5% |