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 | $187,293 | $154,228+21.4% | $145,433+28.8% | $137,256+36.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 16.13% | 74.59%-58.5pp | 66.58%-50.4pp | 220.34%-204.2pp |
| Employer contribution / active EE | $3,586 | $4,804-25.3% | $4,554-21.3% | $4,156-13.7% |
| Participant deferral / active EE | $7,957 | $8,216-3.2% | $7,897+0.8% | $6,407+24.2% |
| Admin fee / account holder | $1,781 | $14,344-87.6% | $13,129-86.4% | $12,270-85.5% |