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 9-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 | $180,299 | $228,332-21.0% | $185,823-3.0% | $158,922+13.5% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 13.91% | 40.80%-26.9pp | 35.95%-22.0pp | 302.83%-288.9pp |
| Employer contribution / active EE | $22,598 | $4,967+355.0% | $4,087+452.9% | $4,761+374.6% |
| Participant deferral / active EE | $10,272 | $6,415+60.1% | $5,632+82.4% | $5,982+71.7% |
| Admin fee / account holder | $1,260 | $11,864-89.4% | $9,500-86.7% | $11,246-88.8% |