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 | $134,363 | $209,411-35.8% | $178,490-24.7% | $158,922-15.5% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 12.36% | 188.75%-176.4pp | 151.07%-138.7pp | 302.83%-290.5pp |
| Employer contribution / active EE | $4,194 | $5,706-26.5% | $5,011-16.3% | $4,761-11.9% |
| Participant deferral / active EE | $9,574 | $5,954+60.8% | $5,202+84.0% | $5,982+60.0% |
| Admin fee / account holder | $1,608 | $17,074-90.6% | $13,984-88.5% | $11,246-85.7% |