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 8-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 | $225,974 | $154,228+46.5% | $145,433+55.4% | $137,256+64.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 13.82% | 74.59%-60.8pp | 66.58%-52.8pp | 220.34%-206.5pp |
| Employer contribution / active EE | $5,302 | $4,804+10.4% | $4,554+16.4% | $4,156+27.6% |
| Participant deferral / active EE | $18,209 | $8,216+121.6% | $7,897+130.6% | $6,407+184.2% |
| Admin fee / account holder | $7,536 | $14,344-47.5% | $13,129-42.6% | $12,270-38.6% |