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 | $187,105 | $197,591-5.3% | $177,821+5.2% | $158,922+17.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 24.57% | 58.76%-34.2pp | 48.32%-23.7pp | 302.83%-278.3pp |
| Employer contribution / active EE | $12,055 | $6,697+80.0% | $5,918+103.7% | $4,761+153.2% |
| Participant deferral / active EE | $10,339 | $8,405+23.0% | $7,714+34.0% | $5,982+72.8% |
| Admin fee / account holder | $21,020 | $15,399+36.5% | $12,427+69.1% | $11,246+86.9% |