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 | $95,508 | $115,770-17.5% | $101,248-5.7% | $158,922-39.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 12.35% | 56.14%-43.8pp | 46.47%-34.1pp | 302.83%-290.5pp |
| Employer contribution / active EE | $5,310 | $4,175+27.2% | $3,660+45.1% | $4,761+11.5% |
| Participant deferral / active EE | $7,068 | $4,957+42.6% | $4,370+61.7% | $5,982+18.1% |
| Admin fee / account holder | $8,475 | $7,245+17.0% | $5,945+42.5% | $11,246-24.6% |