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 | $111,996 | $124,281-9.9% | $109,143+2.6% | $167,490-33.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 18.70% | 26.04%-7.3pp | 25.75%-7.1pp | 478.56%-459.9pp |
| Employer contribution / active EE | $11,428 | $4,207+171.6% | $3,722+207.1% | $4,837+136.2% |
| Participant deferral / active EE | $12,060 | $5,255+129.5% | $4,653+159.2% | $6,341+90.2% |
| Admin fee / account holder | $4,892 | $7,970-38.6% | $6,752-27.6% | $12,309-60.3% |