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 | $133,210 | $165,984-19.7% | $164,813-19.2% | $145,922-8.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 15.55% | 100.03%-84.5pp | 69.93%-54.4pp | 561.29%-545.7pp |
| Employer contribution / active EE | $4,919 | $5,273-6.7% | $4,341+13.3% | $4,660+5.6% |
| Participant deferral / active EE | $6,933 | $6,959-0.4% | $6,031+15.0% | $6,688+3.7% |
| Admin fee / account holder | $2,535 | $16,648-84.8% | $12,690-80.0% | $13,397-81.1% |