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 4-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 | $112,007 | $133,922-16.4% | $116,228-3.6% | $142,382-21.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 18.35% | 147.76%-129.4pp | 90.06%-71.7pp | 217.08%-198.7pp |
| Employer contribution / active EE | $2,851 | $3,446-17.2% | $2,994-4.8% | $4,299-33.7% |
| Participant deferral / active EE | $13,489 | $5,672+137.8% | $4,953+172.3% | $6,507+107.3% |
| Admin fee / account holder | $848 | $14,945-94.3% | $11,989-92.9% | $12,624-93.3% |