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 | $97,175 | $165,335-41.2% | $149,696-35.1% | $158,922-38.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 22.34% | 348.15%-325.8pp | 276.60%-254.3pp | 302.83%-280.5pp |
| Employer contribution / active EE | $6,908 | $5,103+35.4% | $4,644+48.8% | $4,761+45.1% |
| Participant deferral / active EE | $15,474 | $7,181+115.5% | $6,842+126.2% | $5,982+158.7% |
| Admin fee / account holder | $3,064 | $10,807-71.7% | $9,309-67.1% | $11,246-72.8% |