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 | $84,469 | $148,534-43.1% | $135,903-37.8% | $139,434-39.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 19.65% | 79.19%-59.5pp | 68.23%-48.6pp | 372.94%-353.3pp |
| Employer contribution / active EE | $3,604 | $5,243-31.3% | $4,856-25.8% | $4,751-24.1% |
| Participant deferral / active EE | $9,009 | $8,100+11.2% | $7,758+16.1% | $6,710+34.3% |
| Admin fee / account holder | $4,757 | $12,400-61.6% | $10,762-55.8% | $11,403-58.3% |