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 | $160,451 | $197,591-18.8% | $177,821-9.8% | $158,922+1.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 22.98% | 58.76%-35.8pp | 48.32%-25.3pp | 302.83%-279.8pp |
| Employer contribution / active EE | $10,088 | $6,697+50.6% | $5,918+70.5% | $4,761+111.9% |
| Participant deferral / active EE | $7,775 | $8,405-7.5% | $7,714+0.8% | $5,982+30.0% |
| Admin fee / account holder | $837 | $15,399-94.6% | $12,427-93.3% | $11,246-92.6% |