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 | $180,659 | $197,591-8.6% | $177,821+1.6% | $158,922+13.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 19.83% | 58.76%-38.9pp | 48.32%-28.5pp | 302.83%-283.0pp |
| Employer contribution / active EE | $10,962 | $6,697+63.7% | $5,918+85.2% | $4,761+130.2% |
| Participant deferral / active EE | $13,574 | $8,405+61.5% | $7,714+76.0% | $5,982+126.9% |
| Admin fee / account holder | $2,934 | $15,399-80.9% | $12,427-76.4% | $11,246-73.9% |