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 | $129,518 | $209,336-38.1% | $197,124-34.3% | $137,256-5.6% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 17.10% | 48.09%-31.0pp | 44.34%-27.2pp | 220.34%-203.2pp |
| Employer contribution / active EE | $11,334 | $6,591+72.0% | $6,227+82.0% | $4,156+172.7% |
| Participant deferral / active EE | $4,605 | $9,614-52.1% | $9,135-49.6% | $6,407-28.1% |
| Admin fee / account holder | $10,873 | $17,308-37.2% | $16,298-33.3% | $12,270-11.4% |