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 | $201,264 | $71,829+180.2% | $69,780+188.4% | $142,382+41.4% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.3%+20.7pp | 80.1%+19.9pp |
| Annual return | 24.39% | 31.01%-6.6pp | 26.31%-1.9pp | 217.08%-192.7pp |
| Employer contribution / active EE | $29,558 | $4,385+574.1% | $4,168+609.2% | $4,299+587.5% |
| Participant deferral / active EE | $13,850 | $6,819+103.1% | $6,164+124.7% | $6,507+112.8% |
| Admin fee / account holder | $363 | $7,818-95.4% | $7,285-95.0% | $12,624-97.1% |