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 | $134,774 | $178,174-24.4% | $156,181-13.7% | $137,256-1.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 15.42% | 84.19%-68.8pp | 64.87%-49.4pp | 220.34%-204.9pp |
| Employer contribution / active EE | $4,199 | $4,972-15.5% | $4,294-2.2% | $4,156+1.0% |
| Participant deferral / active EE | $12,510 | $6,888+81.6% | $6,132+104.0% | $6,407+95.3% |
| Admin fee / account holder | $1,222 | $17,404-93.0% | $14,586-91.6% | $12,270-90.0% |