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 | $135,004 | $197,591-31.7% | $177,821-24.1% | $158,922-15.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 38.68% | 58.76%-20.1pp | 48.32%-9.6pp | 302.83%-264.1pp |
| Employer contribution / active EE | $7,701 | $6,697+15.0% | $5,918+30.1% | $4,761+61.7% |
| Participant deferral / active EE | $17,785 | $8,405+111.6% | $7,714+130.6% | $5,982+197.3% |
| Admin fee / account holder | $562 | $15,399-96.4% | $12,427-95.5% | $11,246-95.0% |