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 | $82,834 | $148,534-44.2% | $135,903-39.0% | $139,434-40.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 12.65% | 79.19%-66.5pp | 68.23%-55.6pp | 372.94%-360.3pp |
| Employer contribution / active EE | $11,403 | $5,243+117.5% | $4,856+134.8% | $4,751+140.0% |
| Participant deferral / active EE | $8,961 | $8,100+10.6% | $7,758+15.5% | $6,710+33.5% |
| Admin fee / account holder | $3,891 | $12,400-68.6% | $10,762-63.8% | $11,403-65.9% |