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 | $67,649 | $105,126-35.6% | $94,646-28.5% | $139,434-51.5% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 17.31% | 38.03%-20.7pp | 156.71%-139.4pp | 372.94%-355.6pp |
| Employer contribution / active EE | $4,194 | $4,106+2.2% | $3,672+14.2% | $4,751-11.7% |
| Participant deferral / active EE | $8,661 | $7,599+14.0% | $7,418+16.8% | $6,710+29.1% |
| Admin fee / account holder | $4,911 | $8,984-45.3% | $7,231-32.1% | $11,403-56.9% |