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 | $235,472 | $154,228+52.7% | $145,433+61.9% | $137,256+71.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 21.75% | 74.59%-52.8pp | 66.58%-44.8pp | 220.34%-198.6pp |
| Employer contribution / active EE | $22,720 | $4,804+372.9% | $4,554+398.8% | $4,156+446.7% |
| Participant deferral / active EE | $20,265 | $8,216+146.6% | $7,897+156.6% | $6,407+216.3% |
| Admin fee / account holder | $1,605 | $14,344-88.8% | $13,129-87.8% | $12,270-86.9% |