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 | $112,782 | $148,534-24.1% | $135,903-17.0% | $139,434-19.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 28.73% | 79.19%-50.5pp | 68.23%-39.5pp | 372.94%-344.2pp |
| Employer contribution / active EE | $16,685 | $5,243+218.2% | $4,856+243.6% | $4,751+251.2% |
| Participant deferral / active EE | $21,459 | $8,100+164.9% | $7,758+176.6% | $6,710+219.8% |
| Admin fee / account holder | $8,086 | $12,400-34.8% | $10,762-24.9% | $11,403-29.1% |