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 | $210,292 | $154,228+36.4% | $145,433+44.6% | $137,256+53.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 19.99% | 74.59%-54.6pp | 66.58%-46.6pp | 220.34%-200.3pp |
| Employer contribution / active EE | $9,270 | $4,804+93.0% | $4,554+103.5% | $4,156+123.0% |
| Participant deferral / active EE | $21,950 | $8,216+167.1% | $7,897+177.9% | $6,407+242.6% |
| Admin fee / account holder | $3,843 | $14,344-73.2% | $13,129-70.7% | $12,270-68.7% |