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 | $120,870 | $176,056-31.3% | $159,436-24.2% | $167,490-27.8% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 13.34% | 331.75%-318.4pp | 263.57%-250.2pp | 478.56%-465.2pp |
| Employer contribution / active EE | $3,706 | $5,297-30.0% | $4,829-23.3% | $4,837-23.4% |
| Participant deferral / active EE | $19,564 | $7,750+152.4% | $7,352+166.1% | $6,341+208.5% |
| Admin fee / account holder | $1,137 | $12,554-90.9% | $10,799-89.5% | $12,309-90.8% |