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 7-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 | $82,824 | $179,726-53.9% | $156,263-47.0% | $142,382-41.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 18.58% | 77.86%-59.3pp | 59.47%-40.9pp | 217.08%-198.5pp |
| Employer contribution / active EE | $5,087 | $5,069+0.4% | $4,333+17.4% | $4,299+18.3% |
| Participant deferral / active EE | $5,669 | $6,956-18.5% | $6,158-8.0% | $6,507-12.9% |
| Admin fee / account holder | $321 | $17,272-98.1% | $14,255-97.7% | $12,624-97.5% |