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 8-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 | $162,348 | $110,261+47.2% | $95,745+69.6% | $139,434+16.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 13.86% | 27.11%-13.2pp | 28.35%-14.5pp | 372.94%-359.1pp |
| Employer contribution / active EE | $5,082 | $3,257+56.0% | $2,835+79.3% | $4,751+7.0% |
| Participant deferral / active EE | $7,117 | $4,676+52.2% | $4,245+67.7% | $6,710+6.1% |
| Admin fee / account holder | $1,314 | $6,613-80.1% | $5,678-76.9% | $11,403-88.5% |