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 | $202,077 | $227,553-11.2% | $189,557+6.6% | $167,490+20.6% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 12.43% | 78.40%-66.0pp | 64.17%-51.7pp | 478.56%-466.1pp |
| Employer contribution / active EE | $14,313 | $5,316+169.2% | $4,412+224.4% | $4,837+195.9% |
| Participant deferral / active EE | $19,700 | $7,002+181.4% | $6,174+219.1% | $6,341+210.7% |
| Admin fee / account holder | $4,852 | $11,878-59.2% | $9,807-50.5% | $12,309-60.6% |