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 | $106,738 | $185,822-42.6% | $169,993-37.2% | $139,434-23.4% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 22.44% | 60.50%-38.1pp | 53.37%-30.9pp | 372.94%-350.5pp |
| Employer contribution / active EE | $3,492 | $7,590-54.0% | $6,785-48.5% | $4,751-26.5% |
| Participant deferral / active EE | $7,859 | $11,622-32.4% | $10,408-24.5% | $6,710+17.1% |
| Admin fee / account holder | $976 | $15,381-93.7% | $12,815-92.4% | $11,403-91.4% |