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 | $153,795 | $94,338+63.0% | $100,534+53.0% | $142,382+8.0% |
| Participation rate | 100.0% | 81.7%+18.3pp | 80.6%+19.4pp | 80.1%+19.9pp |
| Annual return | 12.94% | 29.20%-16.3pp | 32.66%-19.7pp | 217.08%-204.1pp |
| Employer contribution / active EE | $7,100 | $4,237+67.6% | $4,346+63.4% | $4,299+65.2% |
| Participant deferral / active EE | $17,613 | $5,934+196.8% | $6,144+186.7% | $6,507+170.7% |
| Admin fee / account holder | $1,058 | $8,421-87.4% | $7,654-86.2% | $12,624-91.6% |