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 8-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 | $113,520 | $165,984-31.6% | $164,813-31.1% | $145,922-22.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 26.74% | 100.03%-73.3pp | 69.93%-43.2pp | 561.29%-534.5pp |
| Employer contribution / active EE | $5,226 | $5,273-0.9% | $4,341+20.4% | $4,660+12.2% |
| Participant deferral / active EE | $11,724 | $6,959+68.5% | $6,031+94.4% | $6,688+75.3% |
| Admin fee / account holder | $9,255 | $16,648-44.4% | $12,690-27.1% | $13,397-30.9% |