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 | $94,016 | $228,332-58.8% | $185,823-49.4% | $158,922-40.8% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 17.90% | 40.80%-22.9pp | 35.95%-18.1pp | 302.83%-284.9pp |
| Employer contribution / active EE | $3,346 | $4,967-32.6% | $4,087-18.1% | $4,761-29.7% |
| Participant deferral / active EE | $7,410 | $6,415+15.5% | $5,632+31.6% | $5,982+23.9% |
| Admin fee / account holder | $1,050 | $11,864-91.2% | $9,500-89.0% | $11,246-90.7% |