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 | $155,827 | $185,822-16.1% | $169,993-8.3% | $139,434+11.8% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 18.69% | 60.50%-41.8pp | 53.37%-34.7pp | 372.94%-354.2pp |
| Employer contribution / active EE | $2,160 | $7,590-71.5% | $6,785-68.2% | $4,751-54.5% |
| Participant deferral / active EE | $18,261 | $11,622+57.1% | $10,408+75.5% | $6,710+172.1% |
| Admin fee / account holder | $12,350 | $15,381-19.7% | $12,815-3.6% | $11,403+8.3% |