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 | $94,854 | $124,319-23.7% | $111,297-14.8% | $167,490-43.4% |
| Participation rate | 95.8% | 79.6%+16.2pp | 77.3%+18.5pp | 82.1%+13.7pp |
| Annual return | 17.49% | 37.44%-19.9pp | 54.65%-37.2pp | 478.56%-461.1pp |
| Employer contribution / active EE | $8,220 | $3,435+139.3% | $2,731+201.0% | $4,837+69.9% |
| Participant deferral / active EE | $5,163 | $5,180-0.3% | $4,487+15.1% | $6,341-18.6% |
| Admin fee / account holder | $16,022 | $10,618+50.9% | $7,964+101.2% | $12,309+30.2% |