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 | $87,115 | $148,534-41.4% | $135,903-35.9% | $139,434-37.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 24.48% | 79.19%-54.7pp | 68.23%-43.7pp | 372.94%-348.5pp |
| Employer contribution / active EE | $3,346 | $5,243-36.2% | $4,856-31.1% | $4,751-29.6% |
| Participant deferral / active EE | $10,491 | $8,100+29.5% | $7,758+35.2% | $6,710+56.3% |
| Admin fee / account holder | $2,072 | $12,400-83.3% | $10,762-80.7% | $11,403-81.8% |