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 | $112,019 | $177,572-36.9% | $154,803-27.6% | $142,382-21.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 37.34% | 65.07%-27.7pp | 58.88%-21.5pp | 217.08%-179.7pp |
| Employer contribution / active EE | $9,762 | $4,810+102.9% | $4,305+126.7% | $4,299+127.1% |
| Participant deferral / active EE | $16,170 | $6,272+157.8% | $5,540+191.8% | $6,507+148.5% |
| Admin fee / account holder | $1,513 | $16,786-91.0% | $14,329-89.4% | $12,624-88.0% |