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 6-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 | $202,619 | $185,822+9.0% | $169,993+19.2% | $139,434+45.3% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 31.84% | 60.50%-28.7pp | 53.37%-21.5pp | 372.94%-341.1pp |
| Employer contribution / active EE | $6,734 | $7,590-11.3% | $6,785-0.8% | $4,751+41.7% |
| Participant deferral / active EE | $20,566 | $11,622+77.0% | $10,408+97.6% | $6,710+206.5% |
| Admin fee / account holder | $417 | $15,381-97.3% | $12,815-96.7% | $11,403-96.3% |