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 | $85,651 | $107,452-20.3% | $91,541-6.4% | $142,382-39.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 13.23% | 22.06%-8.8pp | 20.50%-7.3pp | 217.08%-203.8pp |
| Employer contribution / active EE | $2,064 | $2,994-31.1% | $2,505-17.6% | $4,299-52.0% |
| Participant deferral / active EE | $6,846 | $4,754+44.0% | $4,008+70.8% | $6,507+5.2% |
| Admin fee / account holder | $2,223 | $8,834-74.8% | $6,956-68.0% | $12,624-82.4% |