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 6-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 | $192,378 | $148,534+29.5% | $135,903+41.6% | $139,434+38.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 19.75% | 79.19%-59.4pp | 68.23%-48.5pp | 372.94%-353.2pp |
| Employer contribution / active EE | $5,694 | $5,243+8.6% | $4,856+17.2% | $4,751+19.8% |
| Participant deferral / active EE | $11,874 | $8,100+46.6% | $7,758+53.1% | $6,710+76.9% |
| Admin fee / account holder | $799 | $12,400-93.6% | $10,762-92.6% | $11,403-93.0% |