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 | $109,026 | $159,901-31.8% | $146,958-25.8% | $145,922-25.3% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 14.59% | 98.13%-83.5pp | 418.34%-403.8pp | 561.29%-546.7pp |
| Employer contribution / active EE | $8,867 | $5,286+67.7% | $4,933+79.7% | $4,660+90.3% |
| Participant deferral / active EE | $16,136 | $8,428+91.4% | $8,070+100.0% | $6,688+141.3% |
| Admin fee / account holder | $2,479 | $15,044-83.5% | $12,998-80.9% | $13,397-81.5% |