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 | $69,851 | $133,922-47.8% | $116,228-39.9% | $142,382-50.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 17.91% | 147.76%-129.9pp | 90.06%-72.1pp | 217.08%-199.2pp |
| Employer contribution / active EE | $3,498 | $3,446+1.5% | $2,994+16.8% | $4,299-18.6% |
| Participant deferral / active EE | $8,840 | $5,672+55.8% | $4,953+78.5% | $6,507+35.8% |
| Admin fee / account holder | $713 | $14,945-95.2% | $11,989-94.1% | $12,624-94.4% |