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 | $173,621 | $227,553-23.7% | $189,557-8.4% | $167,490+3.7% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 34.40% | 78.40%-44.0pp | 64.17%-29.8pp | 478.56%-444.2pp |
| Employer contribution / active EE | $23,213 | $5,316+336.6% | $4,412+426.1% | $4,837+379.9% |
| Participant deferral / active EE | $11,714 | $7,002+67.3% | $6,174+89.7% | $6,341+84.7% |
| Admin fee / account holder | $1,142 | $11,878-90.4% | $9,807-88.4% | $12,309-90.7% |