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 | $93,106 | $201,272-53.7% | $184,203-49.5% | $145,922-36.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 20.85% | 29.00%-8.2pp | 28.81%-8.0pp | 561.29%-540.4pp |
| Employer contribution / active EE | $14,403 | $7,022+105.1% | $6,427+124.1% | $4,660+209.1% |
| Participant deferral / active EE | $11,388 | $9,806+16.1% | $9,131+24.7% | $6,688+70.3% |
| Admin fee / account holder | $331 | $16,364-98.0% | $13,901-97.6% | $13,397-97.5% |