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 | $165,722 | $197,591-16.1% | $177,821-6.8% | $158,922+4.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 17.61% | 58.76%-41.1pp | 48.32%-30.7pp | 302.83%-285.2pp |
| Employer contribution / active EE | $6,746 | $6,697+0.7% | $5,918+14.0% | $4,761+41.7% |
| Participant deferral / active EE | $10,606 | $8,405+26.2% | $7,714+37.5% | $5,982+77.3% |
| Admin fee / account holder | $5,991 | $15,399-61.1% | $12,427-51.8% | $11,246-46.7% |