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 9-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 | $102,606 | $185,822-44.8% | $169,993-39.6% | $139,434-26.4% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 28.16% | 60.50%-32.3pp | 53.37%-25.2pp | 372.94%-344.8pp |
| Employer contribution / active EE | $8,654 | $7,590+14.0% | $6,785+27.5% | $4,751+82.2% |
| Participant deferral / active EE | $9,502 | $11,622-18.2% | $10,408-8.7% | $6,710+41.6% |
| Admin fee / account holder | $789 | $15,381-94.9% | $12,815-93.8% | $11,403-93.1% |