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 9-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 | $128,984 | $214,378-39.8% | $200,582-35.7% | $142,382-9.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 15.33% | 46.41%-31.1pp | 42.33%-27.0pp | 217.08%-201.7pp |
| Employer contribution / active EE | $3,533 | $6,841-48.4% | $6,419-45.0% | $4,299-17.8% |
| Participant deferral / active EE | $13,174 | $9,865+33.5% | $9,331+41.2% | $6,507+102.4% |
| Admin fee / account holder | $10,450 | $17,692-40.9% | $16,305-35.9% | $12,624-17.2% |