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 | $80,301 | $172,111-53.3% | $150,298-46.6% | $137,256-41.5% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 13.83% | 69.37%-55.5pp | 62.79%-49.0pp | 220.34%-206.5pp |
| Employer contribution / active EE | $17,880 | $4,636+285.7% | $4,154+330.4% | $4,156+330.2% |
| Participant deferral / active EE | $9,138 | $6,166+48.2% | $5,453+67.6% | $6,407+42.6% |
| Admin fee / account holder | $468 | $16,471-97.2% | $14,116-96.7% | $12,270-96.2% |