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 | $116,526 | $104,974+11.0% | $95,585+21.9% | $142,382-18.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 17.31% | 210.33%-193.0pp | 38.56%-21.2pp | 217.08%-199.8pp |
| Employer contribution / active EE | $12,673 | $2,779+356.1% | $2,527+401.6% | $4,299+194.8% |
| Participant deferral / active EE | $7,799 | $4,352+79.2% | $4,023+93.9% | $6,507+19.9% |
| Admin fee / account holder | $1,376 | $6,386-78.5% | $6,127-77.6% | $12,624-89.1% |