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 | $107,650 | $154,117-30.2% | $129,995-17.2% | $139,434-22.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 26.41% | 32.48%-6.1pp | -137.18%+163.6pp | 372.94%-346.5pp |
| Employer contribution / active EE | $5,240 | $5,289-0.9% | $4,320+21.3% | $4,751+10.3% |
| Participant deferral / active EE | $20,292 | $6,710+202.4% | $5,820+248.7% | $6,710+202.4% |
| Admin fee / account holder | $677 | $14,007-95.2% | $10,614-93.6% | $11,403-94.1% |