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 | $199,515 | $148,534+34.3% | $135,903+46.8% | $139,434+43.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 26.62% | 79.19%-52.6pp | 68.23%-41.6pp | 372.94%-346.3pp |
| Employer contribution / active EE | $50,113 | $5,243+855.8% | $4,856+932.0% | $4,751+954.8% |
| Participant deferral / active EE | $5,980 | $8,100-26.2% | $7,758-22.9% | $6,710-10.9% |
| Admin fee / account holder | $1,090 | $12,400-91.2% | $10,762-89.9% | $11,403-90.4% |