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 | $103,329 | $197,591-47.7% | $177,821-41.9% | $158,922-35.0% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.7%-7.7pp | 82.0%-2.0pp |
| Annual return | 36.01% | 58.76%-22.7pp | 48.32%-12.3pp | 302.83%-266.8pp |
| Employer contribution / active EE | $31,776 | $6,697+374.4% | $5,918+436.9% | $4,761+567.4% |
| Participant deferral / active EE | $4,900 | $8,405-41.7% | $7,714-36.5% | $5,982-18.1% |
| Admin fee / account holder | $18,133 | $15,399+17.8% | $12,427+45.9% | $11,246+61.2% |