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 7-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 | $83,698 | $154,117-45.7% | $129,995-35.6% | $139,434-40.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 23.02% | 32.48%-9.5pp | -137.18%+160.2pp | 372.94%-349.9pp |
| Employer contribution / active EE | $5,453 | $5,289+3.1% | $4,320+26.2% | $4,751+14.8% |
| Participant deferral / active EE | $12,725 | $6,710+89.6% | $5,820+118.6% | $6,710+89.6% |
| Admin fee / account holder | $489 | $14,007-96.5% | $10,614-95.4% | $11,403-95.7% |