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 | $125,377 | $177,572-29.4% | $154,803-19.0% | $142,382-11.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 11.73% | 65.07%-53.3pp | 58.88%-47.2pp | 217.08%-205.3pp |
| Employer contribution / active EE | $8,473 | $4,810+76.1% | $4,305+96.8% | $4,299+97.1% |
| Participant deferral / active EE | $10,228 | $6,272+63.1% | $5,540+84.6% | $6,507+57.2% |
| Admin fee / account holder | $6,389 | $16,786-61.9% | $14,329-55.4% | $12,624-49.4% |