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 | $167,822 | $201,272-16.6% | $184,203-8.9% | $145,922+15.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 24.74% | 29.00%-4.3pp | 28.81%-4.1pp | 561.29%-536.5pp |
| Employer contribution / active EE | $21,883 | $7,022+211.6% | $6,427+240.5% | $4,660+369.6% |
| Participant deferral / active EE | $12,343 | $9,806+25.9% | $9,131+35.2% | $6,688+84.6% |
| Admin fee / account holder | $20,330 | $16,364+24.2% | $13,901+46.2% | $13,397+51.8% |