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 | $220,359 | $176,812+24.6% | $146,665+50.2% | $167,490+31.6% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 13.05% | 24.03%-11.0pp | 22.74%-9.7pp | 478.56%-465.5pp |
| Employer contribution / active EE | $5,975 | $5,160+15.8% | $4,136+44.4% | $4,837+23.5% |
| Participant deferral / active EE | $8,280 | $6,440+28.6% | $5,506+50.4% | $6,341+30.6% |
| Admin fee / account holder | $6,758 | $13,259-49.0% | $10,280-34.3% | $12,309-45.1% |