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 | $96,227 | $185,822-48.2% | $169,993-43.4% | $139,434-31.0% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 26.76% | 60.50%-33.7pp | 53.37%-26.6pp | 372.94%-346.2pp |
| Employer contribution / active EE | $9,039 | $7,590+19.1% | $6,785+33.2% | $4,751+90.3% |
| Participant deferral / active EE | $23,132 | $11,622+99.0% | $10,408+122.3% | $6,710+244.7% |
| Admin fee / account holder | $420 | $15,381-97.3% | $12,815-96.7% | $11,403-96.3% |