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 8-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 | $210,877 | $177,572+18.8% | $154,803+36.2% | $142,382+48.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 25.40% | 65.07%-39.7pp | 58.88%-33.5pp | 217.08%-191.7pp |
| Employer contribution / active EE | $9,796 | $4,810+103.6% | $4,305+127.5% | $4,299+127.9% |
| Participant deferral / active EE | $9,312 | $6,272+48.5% | $5,540+68.1% | $6,507+43.1% |
| Admin fee / account holder | $4,658 | $16,786-72.2% | $14,329-67.5% | $12,624-63.1% |