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 | $67,515 | $124,281-45.7% | $109,143-38.1% | $167,490-59.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 25.83% | 26.04%-0.2pp | 25.75%+0.1pp | 478.56%-452.7pp |
| Employer contribution / active EE | $15,816 | $4,207+275.9% | $3,722+325.0% | $4,837+227.0% |
| Participant deferral / active EE | $10,992 | $5,255+109.2% | $4,653+136.2% | $6,341+73.3% |
| Admin fee / account holder | $405 | $7,970-94.9% | $6,752-94.0% | $12,309-96.7% |