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 | $202,166 | $214,378-5.7% | $200,582+0.8% | $142,382+42.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 17.48% | 46.41%-28.9pp | 42.33%-24.9pp | 217.08%-199.6pp |
| Employer contribution / active EE | $7,239 | $6,841+5.8% | $6,419+12.8% | $4,299+68.4% |
| Participant deferral / active EE | $9,856 | $9,865-0.1% | $9,331+5.6% | $6,507+51.5% |
| Admin fee / account holder | $8,826 | $17,692-50.1% | $16,305-45.9% | $12,624-30.1% |