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 | $164,291 | $177,572-7.5% | $154,803+6.1% | $142,382+15.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 18.30% | 65.07%-46.8pp | 58.88%-40.6pp | 217.08%-198.8pp |
| Employer contribution / active EE | $6,810 | $4,810+41.6% | $4,305+58.2% | $4,299+58.4% |
| Participant deferral / active EE | $31,658 | $6,272+404.8% | $5,540+471.4% | $6,507+386.5% |
| Admin fee / account holder | $3,788 | $16,786-77.4% | $14,329-73.6% | $12,624-70.0% |