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 | $167,222 | $165,984+0.7% | $164,813+1.5% | $145,922+14.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 9.53% | 100.03%-90.5pp | 69.93%-60.4pp | 561.29%-551.8pp |
| Employer contribution / active EE | $12,265 | $5,273+132.6% | $4,341+182.5% | $4,660+163.2% |
| Participant deferral / active EE | $22,319 | $6,959+220.7% | $6,031+270.0% | $6,688+233.7% |
| Admin fee / account holder | $1,303 | $16,648-92.2% | $12,690-89.7% | $13,397-90.3% |