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 | $188,861 | $148,534+27.1% | $135,903+39.0% | $139,434+35.4% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 27.84% | 79.19%-51.4pp | 68.23%-40.4pp | 372.94%-345.1pp |
| Employer contribution / active EE | $4,145 | $5,243-20.9% | $4,856-14.6% | $4,751-12.8% |
| Participant deferral / active EE | $17,753 | $8,100+119.2% | $7,758+128.8% | $6,710+164.6% |
| Admin fee / account holder | $1,367 | $12,400-89.0% | $10,762-87.3% | $11,403-88.0% |