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 | $108,014 | $154,228-30.0% | $145,433-25.7% | $137,256-21.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 19.73% | 74.59%-54.9pp | 66.58%-46.8pp | 220.34%-200.6pp |
| Employer contribution / active EE | $3,736 | $4,804-22.2% | $4,554-18.0% | $4,156-10.1% |
| Participant deferral / active EE | $16,971 | $8,216+106.6% | $7,897+114.9% | $6,407+164.9% |
| Admin fee / account holder | $1,222 | $14,344-91.5% | $13,129-90.7% | $12,270-90.0% |