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 5-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 | $107,203 | $132,634-19.2% | $115,768-7.4% | $137,256-21.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 15.78% | 160.70%-144.9pp | 100.46%-84.7pp | 220.34%-204.6pp |
| Employer contribution / active EE | $7,141 | $3,360+112.6% | $2,940+142.9% | $4,156+71.8% |
| Participant deferral / active EE | $16,242 | $5,619+189.1% | $4,917+230.3% | $6,407+153.5% |
| Admin fee / account holder | $1,224 | $15,028-91.9% | $12,439-90.2% | $12,270-90.0% |