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 | $102,422 | $185,822-44.9% | $169,993-39.7% | $139,434-26.5% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 33.01% | 60.50%-27.5pp | 53.37%-20.4pp | 372.94%-339.9pp |
| Employer contribution / active EE | $3,158 | $7,590-58.4% | $6,785-53.5% | $4,751-33.5% |
| Participant deferral / active EE | $10,615 | $11,622-8.7% | $10,408+2.0% | $6,710+58.2% |
| Admin fee / account holder | $593 | $15,381-96.1% | $12,815-95.4% | $11,403-94.8% |