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 | $227,623 | $110,257+106.4% | $96,544+135.8% | $139,434+63.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 20.57% | 26.32%-5.7pp | 25.84%-5.3pp | 372.94%-352.4pp |
| Employer contribution / active EE | $22,608 | $3,620+524.6% | $2,965+662.5% | $4,751+375.9% |
| Participant deferral / active EE | $10,930 | $5,548+97.0% | $4,851+125.3% | $6,710+62.9% |
| Admin fee / account holder | $1,365 | $11,591-88.2% | $8,252-83.5% | $11,403-88.0% |