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 | $89,898 | $165,984-45.8% | $164,813-45.5% | $145,922-38.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 12.77% | 100.03%-87.3pp | 69.93%-57.2pp | 561.29%-548.5pp |
| Employer contribution / active EE | $4,145 | $5,273-21.4% | $4,341-4.5% | $4,660-11.0% |
| Participant deferral / active EE | $13,065 | $6,959+87.7% | $6,031+116.6% | $6,688+95.4% |
| Admin fee / account holder | $1,644 | $16,648-90.1% | $12,690-87.0% | $13,397-87.7% |