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 | $159,668 | $172,111-7.2% | $150,298+6.2% | $137,256+16.3% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 18.01% | 69.37%-51.4pp | 62.79%-44.8pp | 220.34%-202.3pp |
| Employer contribution / active EE | $2,149 | $4,636-53.7% | $4,154-48.3% | $4,156-48.3% |
| Participant deferral / active EE | $10,650 | $6,166+72.7% | $5,453+95.3% | $6,407+66.2% |
| Admin fee / account holder | $5,157 | $16,471-68.7% | $14,116-63.5% | $12,270-58.0% |