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 | $105,643 | $183,963-42.6% | $162,163-34.9% | $152,861-30.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 17.75% | 150.76%-133.0pp | 115.59%-97.8pp | 345.32%-327.6pp |
| Employer contribution / active EE | $5,964 | $6,371-6.4% | $5,614+6.2% | $4,762+25.2% |
| Participant deferral / active EE | $12,673 | $8,034+57.7% | $7,298+73.7% | $5,850+116.6% |
| Admin fee / account holder | $767 | $13,121-94.2% | $10,843-92.9% | $11,596-93.4% |