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 7-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 | $111,935 | $148,534-24.6% | $135,903-17.6% | $139,434-19.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 13.84% | 79.19%-65.4pp | 68.23%-54.4pp | 372.94%-359.1pp |
| Employer contribution / active EE | $20,856 | $5,243+297.8% | $4,856+329.5% | $4,751+339.0% |
| Participant deferral / active EE | $17,455 | $8,100+115.5% | $7,758+125.0% | $6,710+160.1% |
| Admin fee / account holder | $4,939 | $12,400-60.2% | $10,762-54.1% | $11,403-56.7% |