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 | $159,602+17.3% | $150,045+24.8% | $142,382+31.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 16.13% | 70.24%-54.1pp | 62.55%-46.4pp | 217.08%-200.9pp |
| Employer contribution / active EE | $3,586 | $4,961-27.7% | $4,693-23.6% | $4,299-16.6% |
| Participant deferral / active EE | $7,957 | $8,310-4.2% | $7,997-0.5% | $6,507+22.3% |
| Admin fee / account holder | $1,781 | $14,846-88.0% | $13,435-86.7% | $12,624-85.9% |