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 | $113,481 | $124,425-8.8% | $112,040+1.3% | $137,256-17.3% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 17.17% | 24.72%-7.6pp | 24.52%-7.4pp | 220.34%-203.2pp |
| Employer contribution / active EE | $4,050 | $3,411+18.7% | $2,954+37.1% | $4,156-2.6% |
| Participant deferral / active EE | $9,992 | $5,718+74.7% | $5,098+96.0% | $6,407+56.0% |
| Admin fee / account holder | $1,634 | $15,207-89.3% | $12,098-86.5% | $12,270-86.7% |