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 | $163,172 | $176,812-7.7% | $146,665+11.3% | $167,490-2.6% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 18.51% | 24.03%-5.5pp | 22.74%-4.2pp | 478.56%-460.1pp |
| Employer contribution / active EE | $5,696 | $5,160+10.4% | $4,136+37.7% | $4,837+17.7% |
| Participant deferral / active EE | $13,215 | $6,440+105.2% | $5,506+140.0% | $6,341+108.4% |
| Admin fee / account holder | $2,230 | $13,259-83.2% | $10,280-78.3% | $12,309-81.9% |