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 | $88,998 | $154,117-42.3% | $129,995-31.5% | $139,434-36.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 19.40% | 32.48%-13.1pp | -137.18%+156.6pp | 372.94%-353.5pp |
| Employer contribution / active EE | $9,723 | $5,289+83.8% | $4,320+125.1% | $4,751+104.7% |
| Participant deferral / active EE | $21,285 | $6,710+217.2% | $5,820+265.7% | $6,710+217.2% |
| Admin fee / account holder | $319 | $14,007-97.7% | $10,614-97.0% | $11,403-97.2% |