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 | $183,395 | $214,378-14.5% | $200,582-8.6% | $142,382+28.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 19.18% | 46.41%-27.2pp | 42.33%-23.1pp | 217.08%-197.9pp |
| Employer contribution / active EE | $21,997 | $6,841+221.5% | $6,419+242.7% | $4,299+411.7% |
| Participant deferral / active EE | $14,053 | $9,865+42.5% | $9,331+50.6% | $6,507+116.0% |
| Admin fee / account holder | $2,465 | $17,692-86.1% | $16,305-84.9% | $12,624-80.5% |