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 | $75,561 | $106,584-29.1% | $101,326-25.4% | $142,382-46.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 21.06% | 36.93%-15.9pp | 36.82%-15.8pp | 217.08%-196.0pp |
| Employer contribution / active EE | $4,758 | $3,956+20.3% | $3,665+29.8% | $4,299+10.7% |
| Participant deferral / active EE | $13,222 | $8,297+59.4% | $7,994+65.4% | $6,507+103.2% |
| Admin fee / account holder | $3,795 | $11,446-66.8% | $11,185-66.1% | $12,624-69.9% |