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 | $188,901 | $124,425+51.8% | $112,040+68.6% | $137,256+37.6% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 20.64% | 24.72%-4.1pp | 24.52%-3.9pp | 220.34%-199.7pp |
| Employer contribution / active EE | $4,215 | $3,411+23.6% | $2,954+42.7% | $4,156+1.4% |
| Participant deferral / active EE | $19,895 | $5,718+247.9% | $5,098+290.3% | $6,407+210.5% |
| Admin fee / account holder | $732 | $15,207-95.2% | $12,098-93.9% | $12,270-94.0% |