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 | $91,407 | $179,726-49.1% | $156,263-41.5% | $142,382-35.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 30.42% | 77.86%-47.4pp | 59.47%-29.0pp | 217.08%-186.7pp |
| Employer contribution / active EE | $7,536 | $5,069+48.7% | $4,333+73.9% | $4,299+75.3% |
| Participant deferral / active EE | $6,964 | $6,956+0.1% | $6,158+13.1% | $6,507+7.0% |
| Admin fee / account holder | $8,695 | $17,272-49.7% | $14,255-39.0% | $12,624-31.1% |