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 9-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 | $157,153 | $214,378-26.7% | $200,582-21.7% | $142,382+10.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 16.83% | 46.41%-29.6pp | 42.33%-25.5pp | 217.08%-200.2pp |
| Employer contribution / active EE | $14,234 | $6,841+108.1% | $6,419+121.8% | $4,299+231.1% |
| Participant deferral / active EE | $7,728 | $9,865-21.7% | $9,331-17.2% | $6,507+18.8% |
| Admin fee / account holder | $2,086 | $17,692-88.2% | $16,305-87.2% | $12,624-83.5% |