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 | $118,967 | $178,174-33.2% | $156,181-23.8% | $137,256-13.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 10.51% | 84.19%-73.7pp | 64.87%-54.4pp | 220.34%-209.8pp |
| Employer contribution / active EE | $6,054 | $4,972+21.8% | $4,294+41.0% | $4,156+45.7% |
| Participant deferral / active EE | $4,389 | $6,888-36.3% | $6,132-28.4% | $6,407-31.5% |
| Admin fee / account holder | $10,957 | $17,404-37.0% | $14,586-24.9% | $12,270-10.7% |