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 | $193,808 | $185,822+4.3% | $169,993+14.0% | $139,434+39.0% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 26.46% | 60.50%-34.0pp | 53.37%-26.9pp | 372.94%-346.5pp |
| Employer contribution / active EE | $13,533 | $7,590+78.3% | $6,785+99.4% | $4,751+184.9% |
| Participant deferral / active EE | $16,455 | $11,622+41.6% | $10,408+58.1% | $6,710+145.2% |
| Admin fee / account holder | $447 | $15,381-97.1% | $12,815-96.5% | $11,403-96.1% |