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 | $208,268 | $148,534+40.2% | $135,903+53.2% | $139,434+49.4% |
| Participation rate | 93.3% | 83.9%+9.5pp | 81.9%+11.4pp | 80.3%+13.0pp |
| Annual return | 20.19% | 79.19%-59.0pp | 68.23%-48.0pp | 372.94%-352.8pp |
| Employer contribution / active EE | $10,286 | $5,243+96.2% | $4,856+111.8% | $4,751+116.5% |
| Participant deferral / active EE | $12,509 | $8,100+54.4% | $7,758+61.2% | $6,710+86.4% |
| Admin fee / account holder | $2,031 | $12,400-83.6% | $10,762-81.1% | $11,403-82.2% |