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 5-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 | $116,227 | $177,572-34.5% | $154,803-24.9% | $142,382-18.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 16.60% | 65.07%-48.5pp | 58.88%-42.3pp | 217.08%-200.5pp |
| Employer contribution / active EE | $4,378 | $4,810-9.0% | $4,305+1.7% | $4,299+1.8% |
| Participant deferral / active EE | $9,383 | $6,272+49.6% | $5,540+69.4% | $6,507+44.2% |
| Admin fee / account holder | $543 | $16,786-96.8% | $14,329-96.2% | $12,624-95.7% |