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 | $212,063 | $197,591+7.3% | $177,821+19.3% | $158,922+33.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 18.10% | 58.76%-40.7pp | 48.32%-30.2pp | 302.83%-284.7pp |
| Employer contribution / active EE | $28,621 | $6,697+327.3% | $5,918+383.6% | $4,761+501.1% |
| Participant deferral / active EE | $15,700 | $8,405+86.8% | $7,714+103.5% | $5,982+162.4% |
| Admin fee / account holder | $11,509 | $15,399-25.3% | $12,427-7.4% | $11,246+2.3% |