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 7-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 | $172,518 | $104,974+64.3% | $95,585+80.5% | $142,382+21.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 18.25% | 210.33%-192.1pp | 38.56%-20.3pp | 217.08%-198.8pp |
| Employer contribution / active EE | $3,512 | $2,779+26.4% | $2,527+39.0% | $4,299-18.3% |
| Participant deferral / active EE | $14,808 | $4,352+240.3% | $4,023+268.1% | $6,507+127.6% |
| Admin fee / account holder | $1,841 | $6,386-71.2% | $6,127-69.9% | $12,624-85.4% |