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 | $138,989 | $140,940-1.4% | $112,229+23.8% | $139,434-0.3% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 27.35% | 32.71%-5.4pp | 30.20%-2.9pp | 372.94%-345.6pp |
| Employer contribution / active EE | $7,387 | $4,283+72.5% | $3,430+115.3% | $4,751+55.5% |
| Participant deferral / active EE | $17,149 | $5,874+191.9% | $4,798+257.4% | $6,710+155.6% |
| Admin fee / account holder | $8,210 | $9,954-17.5% | $7,748+6.0% | $11,403-28.0% |