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 | $119,748 | $185,822-35.6% | $169,993-29.6% | $139,434-14.1% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 14.83% | 60.50%-45.7pp | 53.37%-38.5pp | 372.94%-358.1pp |
| Employer contribution / active EE | $4,521 | $7,590-40.4% | $6,785-33.4% | $4,751-4.8% |
| Participant deferral / active EE | $16,200 | $11,622+39.4% | $10,408+55.7% | $6,710+141.4% |
| Admin fee / account holder | $672 | $15,381-95.6% | $12,815-94.8% | $11,403-94.1% |