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 6-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 | $121,165 | $148,534-18.4% | $135,903-10.8% | $139,434-13.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 20.59% | 79.19%-58.6pp | 68.23%-47.6pp | 372.94%-352.4pp |
| Employer contribution / active EE | $1,413 | $5,243-73.1% | $4,856-70.9% | $4,751-70.3% |
| Participant deferral / active EE | $8,193 | $8,100+1.1% | $7,758+5.6% | $6,710+22.1% |
| Admin fee / account holder | $537 | $12,400-95.7% | $10,762-95.0% | $11,403-95.3% |