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 | $178,259 | $162,781+9.5% | $133,956+33.1% | $158,922+12.2% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 17.57% | 41.94%-24.4pp | 45.09%-27.5pp | 302.83%-285.3pp |
| Employer contribution / active EE | $17,327 | $4,975+248.2% | $3,919+342.2% | $4,761+263.9% |
| Participant deferral / active EE | $21,143 | $5,911+257.7% | $5,048+318.9% | $5,982+253.4% |
| Admin fee / account holder | $732 | $11,736-93.8% | $8,927-91.8% | $11,246-93.5% |