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 | $102,730 | $124,281-17.3% | $109,143-5.9% | $167,490-38.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 13.29% | 26.04%-12.7pp | 25.75%-12.5pp | 478.56%-465.3pp |
| Employer contribution / active EE | $15,493 | $4,207+268.2% | $3,722+316.3% | $4,837+220.3% |
| Participant deferral / active EE | $7,160 | $5,255+36.2% | $4,653+53.9% | $6,341+12.9% |
| Admin fee / account holder | $351 | $7,970-95.6% | $6,752-94.8% | $12,309-97.2% |