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 6-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 | $108,419 | $148,534-27.0% | $135,903-20.2% | $139,434-22.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 23.60% | 79.19%-55.6pp | 68.23%-44.6pp | 372.94%-349.3pp |
| Employer contribution / active EE | $27,596 | $5,243+426.3% | $4,856+468.3% | $4,751+480.9% |
| Participant deferral / active EE | $20,881 | $8,100+157.8% | $7,758+169.2% | $6,710+211.2% |
| Admin fee / account holder | $9,595 | $12,400-22.6% | $10,762-10.8% | $11,403-15.9% |