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 | $93,202 | $179,726-48.1% | $156,263-40.4% | $142,382-34.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 29.64% | 77.86%-48.2pp | 59.47%-29.8pp | 217.08%-187.4pp |
| Employer contribution / active EE | $8,320 | $5,069+64.1% | $4,333+92.0% | $4,299+93.5% |
| Participant deferral / active EE | $17,563 | $6,956+152.5% | $6,158+185.2% | $6,507+169.9% |
| Admin fee / account holder | $775 | $17,272-95.5% | $14,255-94.6% | $12,624-93.9% |