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 | $43,869 | $177,572-75.3% | $154,803-71.7% | $142,382-69.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 12.73% | 65.07%-52.3pp | 58.88%-46.2pp | 217.08%-204.3pp |
| Employer contribution / active EE | $8,093 | $4,810+68.2% | $4,305+88.0% | $4,299+88.2% |
| Participant deferral / active EE | $18,662 | $6,272+197.6% | $5,540+236.8% | $6,507+186.8% |
| Admin fee / account holder | $5,730 | $16,786-65.9% | $14,329-60.0% | $12,624-54.6% |