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 | $78,318 | $185,822-57.9% | $169,993-53.9% | $139,434-43.8% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 27.40% | 60.50%-33.1pp | 53.37%-26.0pp | 372.94%-345.5pp |
| Employer contribution / active EE | $25,825 | $7,590+240.2% | $6,785+280.6% | $4,751+443.6% |
| Participant deferral / active EE | $11,577 | $11,622-0.4% | $10,408+11.2% | $6,710+72.5% |
| Admin fee / account holder | $2,407 | $15,381-84.3% | $12,815-81.2% | $11,403-78.9% |