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 | $115,684 | $107,334+7.8% | $92,893+24.5% | $152,861-24.3% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 20.64% | 145.58%-124.9pp | 109.41%-88.8pp | 345.32%-324.7pp |
| Employer contribution / active EE | $4,339 | $4,221+2.8% | $3,653+18.8% | $4,762-8.9% |
| Participant deferral / active EE | $6,092 | $4,845+25.7% | $4,236+43.8% | $5,850+4.1% |
| Admin fee / account holder | $1,135 | $7,079-84.0% | $5,794-80.4% | $11,596-90.2% |