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 | $103,171 | $159,934-35.5% | $147,005-29.8% | $145,959-29.3% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.0pp |
| Annual return | 20.66% | 98.24%-77.6pp | 418.76%-398.1pp | 561.95%-541.3pp |
| Employer contribution / active EE | $1,990 | $5,287-62.4% | $4,934-59.7% | $4,661-57.3% |
| Participant deferral / active EE | $10,759 | $8,427+27.7% | $8,070+33.3% | $6,689+60.9% |
| Admin fee / account holder | $1,993 | $15,053-86.8% | $13,006-84.7% | $13,398-85.1% |