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 | $78,052 | $78,422-0.5% | $95,952-18.7% | $79,858-2.3% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 25.04% | 19.37%+5.7pp | 91.61%-66.6pp | 31.71%-6.7pp |
| Employer contribution / active EE | $3,812 | $1,945+96.0% | $2,541+50.0% | $2,471+54.3% |
| Participant deferral / active EE | $8,978 | $3,440+161.0% | $4,167+115.5% | $3,740+140.0% |
| Admin fee / account holder | $490 | $5,622-91.3% | $6,795-92.8% | $5,306-90.8% |