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 | $71,898 | $133,922-46.3% | $116,228-38.1% | $142,382-49.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 17.80% | 147.76%-130.0pp | 90.06%-72.3pp | 217.08%-199.3pp |
| Employer contribution / active EE | $6,701 | $3,446+94.5% | $2,994+123.8% | $4,299+55.9% |
| Participant deferral / active EE | $18,722 | $5,672+230.1% | $4,953+278.0% | $6,507+187.7% |
| Admin fee / account holder | $11,015 | $14,945-26.3% | $11,989-8.1% | $12,624-12.7% |