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 | $165,074 | $114,381+44.3% | $107,525+53.5% | $142,382+15.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 16.66% | 242.71%-226.0pp | 181.32%-164.7pp | 217.08%-200.4pp |
| Employer contribution / active EE | $21,540 | $4,015+436.5% | $3,754+473.9% | $4,299+401.0% |
| Participant deferral / active EE | $11,491 | $5,564+106.5% | $5,116+124.6% | $6,507+76.6% |
| Admin fee / account holder | $600 | $9,860-93.9% | $8,919-93.3% | $12,624-95.2% |