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 7-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 | $178,418 | $100,773+77.0% | $88,946+100.6% | $142,382+25.3% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 21.98% | 70.18%-48.2pp | 57.82%-35.8pp | 217.08%-195.1pp |
| Employer contribution / active EE | $3,121 | $2,918+7.0% | $2,555+22.1% | $4,299-27.4% |
| Participant deferral / active EE | $17,124 | $5,230+227.4% | $4,581+273.8% | $6,507+163.2% |
| Admin fee / account holder | $1,160 | $9,693-88.0% | $8,261-86.0% | $12,624-90.8% |