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 | $193,393 | $202,432-4.5% | $169,368+14.2% | $139,434+38.7% |
| Participation rate | 83.3% | 81.1%+2.3pp | 77.1%+6.2pp | 80.3%+3.0pp |
| Annual return | 16.17% | 531.74%-515.6pp | 405.60%-389.4pp | 372.94%-356.8pp |
| Employer contribution / active EE | $22,607 | $4,692+381.8% | $4,013+463.4% | $4,751+375.9% |
| Participant deferral / active EE | $9,583 | $6,938+38.1% | $6,221+54.0% | $6,710+42.8% |
| Admin fee / account holder | $1,526 | $10,708-85.7% | $9,003-83.1% | $11,403-86.6% |