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 | $174,162 | $107,334+62.3% | $92,893+87.5% | $152,861+13.9% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 19.81% | 145.58%-125.8pp | 109.41%-89.6pp | 345.32%-325.5pp |
| Employer contribution / active EE | $1,332 | $4,221-68.4% | $3,653-63.5% | $4,762-72.0% |
| Participant deferral / active EE | $14,658 | $4,845+202.6% | $4,236+246.0% | $5,850+150.6% |
| Admin fee / account holder | $2,281 | $7,079-67.8% | $5,794-60.6% | $11,596-80.3% |