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 | $118,955 | $217,402-45.3% | $185,823-36.0% | $167,490-29.0% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 32.28% | 148.36%-116.1pp | 122.05%-89.8pp | 478.56%-446.3pp |
| Employer contribution / active EE | $16,253 | $5,873+176.7% | $5,167+214.5% | $4,837+236.0% |
| Participant deferral / active EE | $13,599 | $6,356+113.9% | $5,568+144.2% | $6,341+114.4% |
| Admin fee / account holder | $1,636 | $19,811-91.7% | $16,237-89.9% | $12,309-86.7% |