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 | $75,041 | $117,983-36.4% | $101,794-26.3% | $142,382-47.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 11.60% | 36.92%-25.3pp | 30.53%-18.9pp | 217.08%-205.5pp |
| Employer contribution / active EE | $5,833 | $2,773+110.4% | $2,289+154.8% | $4,299+35.7% |
| Participant deferral / active EE | $8,650 | $4,714+83.5% | $4,084+111.8% | $6,507+32.9% |
| Admin fee / account holder | $4,613 | $10,433-55.8% | $8,777-47.4% | $12,624-63.5% |