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 | $164,092 | $157,256+4.3% | $141,162+16.2% | $152,861+7.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 18.26% | 64.32%-46.1pp | 71.39%-53.1pp | 345.32%-327.1pp |
| Employer contribution / active EE | $4,003 | $5,261-23.9% | $4,735-15.5% | $4,762-15.9% |
| Participant deferral / active EE | $6,788 | $7,109-4.5% | $6,709+1.2% | $5,850+16.0% |
| Admin fee / account holder | $945 | $12,120-92.2% | $10,261-90.8% | $11,596-91.9% |