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 | $100,251 | $185,822-46.1% | $169,993-41.0% | $139,434-28.1% |
| Participation rate | 80.0% | 87.8%-7.8pp | 87.0%-7.0pp | 80.3%-0.3pp |
| Annual return | 15.68% | 60.50%-44.8pp | 53.37%-37.7pp | 372.94%-357.3pp |
| Employer contribution / active EE | $8,194 | $7,590+8.0% | $6,785+20.8% | $4,751+72.5% |
| Participant deferral / active EE | $14,769 | $11,622+27.1% | $10,408+41.9% | $6,710+120.1% |
| Admin fee / account holder | $13,425 | $15,381-12.7% | $12,815+4.8% | $11,403+17.7% |