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 | $168,770 | $135,952+24.1% | $123,892+36.2% | $273,961-38.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 13.31% | 56.63%-43.3pp | 47.52%-34.2pp | 41.45%-28.1pp |
| Employer contribution / active EE | $7,195 | $5,170+39.2% | $4,617+55.8% | $4,869+47.8% |
| Participant deferral / active EE | $21,125 | $6,343+233.1% | $5,984+253.0% | $5,287+299.6% |
| Admin fee / account holder | $1,098 | $9,817-88.8% | $8,357-86.9% | $10,132-89.2% |