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 6-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 | $146,109 | $214,378-31.8% | $200,582-27.2% | $142,382+2.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 19.94% | 46.41%-26.5pp | 42.33%-22.4pp | 217.08%-197.1pp |
| Employer contribution / active EE | $7,308 | $6,841+6.8% | $6,419+13.9% | $4,299+70.0% |
| Participant deferral / active EE | $20,474 | $9,865+107.6% | $9,331+119.4% | $6,507+214.6% |
| Admin fee / account holder | $3,824 | $17,692-78.4% | $16,305-76.5% | $12,624-69.7% |