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 6-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 | $93,956 | $228,332-58.9% | $185,823-49.4% | $158,922-40.9% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 23.50% | 40.80%-17.3pp | 35.95%-12.4pp | 302.83%-279.3pp |
| Employer contribution / active EE | $17,500 | $4,967+252.4% | $4,087+328.1% | $4,761+267.6% |
| Participant deferral / active EE | $9,832 | $6,415+53.3% | $5,632+74.6% | $5,982+64.3% |
| Admin fee / account holder | $318 | $11,864-97.3% | $9,500-96.7% | $11,246-97.2% |