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 | $138,207 | $181,894-24.0% | $156,549-11.7% | $273,961-49.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 3.16% | 30.74%-27.6pp | 32.23%-29.1pp | 41.45%-38.3pp |
| Employer contribution / active EE | $29,000 | $6,248+364.2% | $5,501+427.2% | $4,869+495.6% |
| Participant deferral / active EE | $24,000 | $5,550+332.4% | $4,871+392.7% | $5,287+353.9% |
| Admin fee / account holder | $17,580 | $15,559+13.0% | $13,027+34.9% | $10,132+73.5% |