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 8-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 | $121,983 | $111,814+9.1% | $103,374+18.0% | $145,959-16.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 10.80% | 24.77%-14.0pp | 24.89%-14.1pp | 561.95%-551.1pp |
| Employer contribution / active EE | $11,008 | $4,214+161.2% | $3,869+184.5% | $4,661+136.2% |
| Participant deferral / active EE | $7,950 | $5,618+41.5% | $5,058+57.2% | $6,689+18.9% |
| Admin fee / account holder | $1,687 | $9,754-82.7% | $8,394-79.9% | $13,398-87.4% |