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 | $209,499 | $201,272+4.1% | $184,203+13.7% | $145,922+43.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 13.44% | 29.00%-15.6pp | 28.81%-15.4pp | 561.29%-547.8pp |
| Employer contribution / active EE | $14,980 | $7,022+113.3% | $6,427+133.1% | $4,660+221.5% |
| Participant deferral / active EE | $16,888 | $9,806+72.2% | $9,131+84.9% | $6,688+152.5% |
| Admin fee / account holder | $12,526 | $16,364-23.5% | $13,901-9.9% | $13,397-6.5% |