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 6-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 | $192,481 | $185,822+3.6% | $169,993+13.2% | $139,434+38.0% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 14.14% | 60.50%-46.4pp | 53.37%-39.2pp | 372.94%-358.8pp |
| Employer contribution / active EE | $15,587 | $7,590+105.4% | $6,785+129.7% | $4,751+228.1% |
| Participant deferral / active EE | $20,200 | $11,622+73.8% | $10,408+94.1% | $6,710+201.0% |
| Admin fee / account holder | $1,995 | $15,381-87.0% | $12,815-84.4% | $11,403-82.5% |