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 | $134,277 | $165,984-19.1% | $164,813-18.5% | $145,922-8.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 19.03% | 100.03%-81.0pp | 69.93%-50.9pp | 561.29%-542.3pp |
| Employer contribution / active EE | $4,282 | $5,273-18.8% | $4,341-1.4% | $4,660-8.1% |
| Participant deferral / active EE | $15,194 | $6,959+118.3% | $6,031+151.9% | $6,688+127.2% |
| Admin fee / account holder | $1,801 | $16,648-89.2% | $12,690-85.8% | $13,397-86.6% |