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 5-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 | $69,764 | $154,117-54.7% | $129,995-46.3% | $139,434-50.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 15.84% | 32.48%-16.6pp | -137.18%+153.0pp | 372.94%-357.1pp |
| Employer contribution / active EE | $12,664 | $5,289+139.4% | $4,320+193.2% | $4,751+166.6% |
| Participant deferral / active EE | $10,914 | $6,710+62.6% | $5,820+87.5% | $6,710+62.6% |
| Admin fee / account holder | $406 | $14,007-97.1% | $10,614-96.2% | $11,403-96.4% |