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 9-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 | $117,220 | $185,822-36.9% | $169,993-31.0% | $139,434-15.9% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 33.73% | 60.50%-26.8pp | 53.37%-19.6pp | 372.94%-339.2pp |
| Employer contribution / active EE | $17,193 | $7,590+126.5% | $6,785+153.4% | $4,751+261.9% |
| Participant deferral / active EE | $13,275 | $11,622+14.2% | $10,408+27.5% | $6,710+97.8% |
| Admin fee / account holder | $1,716 | $15,381-88.8% | $12,815-86.6% | $11,403-85.0% |