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 | $108,251 | $209,336-48.3% | $197,124-45.1% | $137,256-21.1% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 21.43% | 48.09%-26.7pp | 44.34%-22.9pp | 220.34%-198.9pp |
| Employer contribution / active EE | $15,069 | $6,591+128.6% | $6,227+142.0% | $4,156+262.6% |
| Participant deferral / active EE | $14,327 | $9,614+49.0% | $9,135+56.8% | $6,407+123.6% |
| Admin fee / account holder | $1,184 | $17,308-93.2% | $16,298-92.7% | $12,270-90.4% |