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 | $183,240 | $214,378-14.5% | $200,582-8.6% | $142,382+28.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 20.15% | 46.41%-26.3pp | 42.33%-22.2pp | 217.08%-196.9pp |
| Employer contribution / active EE | $13,321 | $6,841+94.7% | $6,419+107.5% | $4,299+209.9% |
| Participant deferral / active EE | $18,474 | $9,865+87.3% | $9,331+98.0% | $6,507+183.9% |
| Admin fee / account holder | $1,923 | $17,692-89.1% | $16,305-88.2% | $12,624-84.8% |