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 | $115,811 | $201,272-42.5% | $184,203-37.1% | $145,922-20.6% |
| Participation rate | 75.0% | 87.5%-12.5pp | 86.8%-11.8pp | 80.3%-5.3pp |
| Annual return | 17.15% | 29.00%-11.8pp | 28.81%-11.7pp | 561.29%-544.1pp |
| Employer contribution / active EE | $8,333 | $7,022+18.7% | $6,427+29.7% | $4,660+78.8% |
| Participant deferral / active EE | $7,203 | $9,806-26.5% | $9,131-21.1% | $6,688+7.7% |
| Admin fee / account holder | $1,675 | $16,364-89.8% | $13,901-87.9% | $13,397-87.5% |