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 | $150,765 | $209,336-28.0% | $197,124-23.5% | $137,256+9.8% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 15.81% | 48.09%-32.3pp | 44.34%-28.5pp | 220.34%-204.5pp |
| Employer contribution / active EE | $5,149 | $6,591-21.9% | $6,227-17.3% | $4,156+23.9% |
| Participant deferral / active EE | $13,519 | $9,614+40.6% | $9,135+48.0% | $6,407+111.0% |
| Admin fee / account holder | $10,569 | $17,308-38.9% | $16,298-35.1% | $12,270-13.9% |