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 10-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 | $104,692 | $176,377-40.6% | $134,143-22.0% | $158,922-34.1% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 12.94% | 63.63%-50.7pp | 36.33%-23.4pp | 302.83%-289.9pp |
| Employer contribution / active EE | $5,331 | $5,040+5.8% | $3,704+43.9% | $4,761+12.0% |
| Participant deferral / active EE | $7,203 | $4,091+76.1% | $3,499+105.9% | $5,982+20.4% |
| Admin fee / account holder | $548 | $8,718-93.7% | $6,684-91.8% | $11,246-95.1% |