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 | $158,101 | $162,781-2.9% | $133,956+18.0% | $158,922-0.5% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 14.06% | 41.94%-27.9pp | 45.09%-31.0pp | 302.83%-288.8pp |
| Employer contribution / active EE | $3,234 | $4,975-35.0% | $3,919-17.5% | $4,761-32.1% |
| Participant deferral / active EE | $11,050 | $5,911+86.9% | $5,048+118.9% | $5,982+84.7% |
| Admin fee / account holder | $4,549 | $11,736-61.2% | $8,927-49.0% | $11,246-59.5% |