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 7-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 | $51,264 | $148,534-65.5% | $135,903-62.3% | $139,434-63.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 18.91% | 79.19%-60.3pp | 68.23%-49.3pp | 372.94%-354.0pp |
| Employer contribution / active EE | $4,938 | $5,243-5.8% | $4,856+1.7% | $4,751+3.9% |
| Participant deferral / active EE | $12,090 | $8,100+49.3% | $7,758+55.8% | $6,710+80.2% |
| Admin fee / account holder | $8,733 | $12,400-29.6% | $10,762-18.9% | $11,403-23.4% |