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 | $128,797 | $185,822-30.7% | $169,993-24.2% | $139,434-7.6% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 20.71% | 60.50%-39.8pp | 53.37%-32.7pp | 372.94%-352.2pp |
| Employer contribution / active EE | $8,734 | $7,590+15.1% | $6,785+28.7% | $4,751+83.8% |
| Participant deferral / active EE | $12,364 | $11,622+6.4% | $10,408+18.8% | $6,710+84.3% |
| Admin fee / account holder | $332 | $15,381-97.8% | $12,815-97.4% | $11,403-97.1% |