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 | $132,634-45.8% | $115,768-37.9% | $137,256-47.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 17.80% | 160.70%-142.9pp | 100.46%-82.7pp | 220.34%-202.5pp |
| Employer contribution / active EE | $6,701 | $3,360+99.5% | $2,940+127.9% | $4,156+61.2% |
| Participant deferral / active EE | $18,722 | $5,619+233.2% | $4,917+280.8% | $6,407+192.2% |
| Admin fee / account holder | $11,015 | $15,028-26.7% | $12,439-11.4% | $12,270-10.2% |