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 | $90,923 | $185,822-51.1% | $169,993-46.5% | $139,434-34.8% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 16.63% | 60.50%-43.9pp | 53.37%-36.7pp | 372.94%-356.3pp |
| Employer contribution / active EE | $20,801 | $7,590+174.0% | $6,785+206.6% | $4,751+337.8% |
| Participant deferral / active EE | $12,160 | $11,622+4.6% | $10,408+16.8% | $6,710+81.2% |
| Admin fee / account holder | $1,157 | $15,381-92.5% | $12,815-91.0% | $11,403-89.9% |