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 6-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 | $79,686 | $154,228-48.3% | $145,433-45.2% | $137,256-41.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 17.43% | 74.59%-57.2pp | 66.58%-49.1pp | 220.34%-202.9pp |
| Employer contribution / active EE | $6,892 | $4,804+43.5% | $4,554+51.3% | $4,156+65.8% |
| Participant deferral / active EE | $6,850 | $8,216-16.6% | $7,897-13.3% | $6,407+6.9% |
| Admin fee / account holder | $2,185 | $14,344-84.8% | $13,129-83.4% | $12,270-82.2% |