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 5-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 | $104,178 | $114,381-8.9% | $107,525-3.1% | $142,382-26.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 20.43% | 242.71%-222.3pp | 181.32%-160.9pp | 217.08%-196.6pp |
| Employer contribution / active EE | $15,771 | $4,015+292.8% | $3,754+320.2% | $4,299+266.8% |
| Participant deferral / active EE | $10,780 | $5,564+93.7% | $5,116+110.7% | $6,507+65.7% |
| Admin fee / account holder | $716 | $9,860-92.7% | $8,919-92.0% | $12,624-94.3% |