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 5-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 | $111,219 | $179,726-38.1% | $156,263-28.8% | $142,382-21.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 16.33% | 77.86%-61.5pp | 59.47%-43.1pp | 217.08%-200.7pp |
| Employer contribution / active EE | $7,301 | $5,069+44.0% | $4,333+68.5% | $4,299+69.8% |
| Participant deferral / active EE | $17,908 | $6,956+157.4% | $6,158+190.8% | $6,507+175.2% |
| Admin fee / account holder | $838 | $17,272-95.1% | $14,255-94.1% | $12,624-93.4% |