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 | $220,928 | $77,730+184.2% | $70,164+214.9% | $139,434+58.4% |
| Participation rate | 100.0% | 83.2%+16.8pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 21.25% | 18.98%+2.3pp | 18.87%+2.4pp | 372.94%-351.7pp |
| Employer contribution / active EE | $8,704 | $4,990+74.4% | $4,287+103.1% | $4,751+83.2% |
| Participant deferral / active EE | $5,542 | $6,448-14.1% | $5,395+2.7% | $6,710-17.4% |
| Admin fee / account holder | $1,384 | $5,368-74.2% | $4,561-69.7% | $11,403-87.9% |