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 | $121,659 | $185,822-34.5% | $169,993-28.4% | $139,434-12.7% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 24.86% | 60.50%-35.6pp | 53.37%-28.5pp | 372.94%-348.1pp |
| Employer contribution / active EE | $31,286 | $7,590+312.2% | $6,785+361.1% | $4,751+558.5% |
| Participant deferral / active EE | $21,537 | $11,622+85.3% | $10,408+106.9% | $6,710+221.0% |
| Admin fee / account holder | $623 | $15,381-95.9% | $12,815-95.1% | $11,403-94.5% |