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 | $27,058 | $228,332-88.1% | $185,823-85.4% | $158,922-83.0% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 11.99% | 40.80%-28.8pp | 35.95%-24.0pp | 302.83%-290.8pp |
| Employer contribution / active EE | $6,007 | $4,967+21.0% | $4,087+47.0% | $4,761+26.2% |
| Participant deferral / active EE | $7,358 | $6,415+14.7% | $5,632+30.7% | $5,982+23.0% |
| Admin fee / account holder | $10,216 | $11,864-13.9% | $9,500+7.5% | $11,246-9.2% |