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 6-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 | $92,550 | $183,592-49.6% | $155,567-40.5% | $145,959-36.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 21.69% | 61.24%-39.5pp | 64.74%-43.0pp | 561.95%-540.3pp |
| Employer contribution / active EE | $2,060 | $5,315-61.2% | $4,674-55.9% | $4,661-55.8% |
| Participant deferral / active EE | $8,948 | $6,464+38.4% | $5,628+59.0% | $6,689+33.8% |
| Admin fee / account holder | $513 | $19,318-97.3% | $15,916-96.8% | $13,398-96.2% |