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 | $222,366 | $172,478+28.9% | $145,661+52.7% | $142,382+56.2% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.2%+22.8pp | 80.1%+19.9pp |
| Annual return | 15.25% | 151.09%-135.8pp | 101.46%-86.2pp | 217.08%-201.8pp |
| Employer contribution / active EE | $6,238 | $4,899+27.3% | $4,238+47.2% | $4,299+45.1% |
| Participant deferral / active EE | $13,570 | $8,348+62.5% | $7,198+88.5% | $6,507+108.5% |
| Admin fee / account holder | $10,283 | $16,864-39.0% | $12,466-17.5% | $12,624-18.5% |