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 10-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 | $187,013 | $152,587+22.6% | $125,175+49.4% | $152,861+22.3% |
| Participation rate | 85.7% | 83.3%+2.4pp | 79.8%+5.9pp | 82.4%+3.3pp |
| Annual return | 30.16% | 54.84%-24.7pp | 43.79%-13.6pp | 345.32%-315.2pp |
| Employer contribution / active EE | $13,630 | $4,946+175.6% | $3,865+252.6% | $4,762+186.2% |
| Participant deferral / active EE | $13,629 | $5,868+132.3% | $4,937+176.1% | $5,850+133.0% |
| Admin fee / account holder | $950 | $13,434-92.9% | $9,702-90.2% | $11,596-91.8% |