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 | $100,386 | $95,266+5.4% | $82,389+21.8% | $142,382-29.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 20.88% | 25.74%-4.9pp | 28.67%-7.8pp | 217.08%-196.2pp |
| Employer contribution / active EE | $3,763 | $2,991+25.8% | $2,517+49.5% | $4,299-12.5% |
| Participant deferral / active EE | $8,539 | $4,809+77.6% | $4,155+105.5% | $6,507+31.2% |
| Admin fee / account holder | $1,072 | $8,563-87.5% | $7,231-85.2% | $12,624-91.5% |