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 | $116,594 | $209,336-44.3% | $197,124-40.9% | $137,256-15.1% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 19.70% | 48.09%-28.4pp | 44.34%-24.6pp | 220.34%-200.6pp |
| Employer contribution / active EE | $6,898 | $6,591+4.7% | $6,227+10.8% | $4,156+66.0% |
| Participant deferral / active EE | $19,338 | $9,614+101.1% | $9,135+111.7% | $6,407+201.8% |
| Admin fee / account holder | $1,109 | $17,308-93.6% | $16,298-93.2% | $12,270-91.0% |