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 | $144,241 | $142,405+1.3% | $115,157+25.3% | $152,861-5.6% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.4%+17.6pp |
| Annual return | 27.03% | 41.48%-14.4pp | 35.60%-8.6pp | 345.32%-318.3pp |
| Employer contribution / active EE | $7,740 | $4,010+93.0% | $3,179+143.5% | $4,762+62.5% |
| Participant deferral / active EE | $19,000 | $5,164+267.9% | $4,168+355.8% | $5,850+224.8% |
| Admin fee / account holder | $796 | $8,462-90.6% | $7,088-88.8% | $11,596-93.1% |