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 | $104,858 | $177,572-40.9% | $154,803-32.3% | $142,382-26.4% |
| Participation rate | 80.0% | 82.1%-2.1pp | 78.1%+1.9pp | 80.1%-0.1pp |
| Annual return | 14.72% | 65.07%-50.3pp | 58.88%-44.2pp | 217.08%-202.4pp |
| Employer contribution / active EE | $3,039 | $4,810-36.8% | $4,305-29.4% | $4,299-29.3% |
| Participant deferral / active EE | $9,669 | $6,272+54.2% | $5,540+74.5% | $6,507+48.6% |
| Admin fee / account holder | $1,491 | $16,786-91.1% | $14,329-89.6% | $12,624-88.2% |