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 | $173,833 | $185,822-6.5% | $169,993+2.3% | $139,434+24.7% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 26.84% | 60.50%-33.7pp | 53.37%-26.5pp | 372.94%-346.1pp |
| Employer contribution / active EE | $4,950 | $7,590-34.8% | $6,785-27.0% | $4,751+4.2% |
| Participant deferral / active EE | $20,233 | $11,622+74.1% | $10,408+94.4% | $6,710+201.5% |
| Admin fee / account holder | $21,842 | $15,381+42.0% | $12,815+70.4% | $11,403+91.6% |