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 | $118,999 | $165,584-28.1% | $142,942-16.8% | $137,256-13.3% |
| Participation rate | 100.0% | 80.1%+19.9pp | 76.8%+23.2pp | 80.0%+20.0pp |
| Annual return | 16.15% | 164.22%-148.1pp | 113.70%-97.5pp | 220.34%-204.2pp |
| Employer contribution / active EE | $13,732 | $4,725+190.6% | $4,139+231.7% | $4,156+230.4% |
| Participant deferral / active EE | $4,232 | $8,194-48.3% | $7,128-40.6% | $6,407-33.9% |
| Admin fee / account holder | $3,424 | $16,167-78.8% | $12,475-72.6% | $12,270-72.1% |