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 | $90,510 | $209,336-56.8% | $197,124-54.1% | $137,256-34.1% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 24.22% | 48.09%-23.9pp | 44.34%-20.1pp | 220.34%-196.1pp |
| Employer contribution / active EE | $4,847 | $6,591-26.5% | $6,227-22.2% | $4,156+16.6% |
| Participant deferral / active EE | $14,826 | $9,614+54.2% | $9,135+62.3% | $6,407+131.4% |
| Admin fee / account holder | $2,401 | $17,308-86.1% | $16,298-85.3% | $12,270-80.4% |