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 | $179,333 | $114,381+56.8% | $107,525+66.8% | $142,382+26.0% |
| Participation rate | 83.3% | 78.1%+5.2pp | 75.1%+8.3pp | 80.1%+3.2pp |
| Annual return | 24.13% | 242.71%-218.6pp | 181.32%-157.2pp | 217.08%-192.9pp |
| Employer contribution / active EE | $26,328 | $4,015+555.8% | $3,754+601.4% | $4,299+512.4% |
| Participant deferral / active EE | $20,181 | $5,564+262.7% | $5,116+294.5% | $6,507+210.1% |
| Admin fee / account holder | $638 | $9,860-93.5% | $8,919-92.8% | $12,624-94.9% |