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 | $98,229 | $117,983-16.7% | $101,794-3.5% | $142,382-31.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 18.41% | 36.92%-18.5pp | 30.53%-12.1pp | 217.08%-198.7pp |
| Employer contribution / active EE | $2,096 | $2,773-24.4% | $2,289-8.4% | $4,299-51.2% |
| Participant deferral / active EE | $10,166 | $4,714+115.7% | $4,084+148.9% | $6,507+56.2% |
| Admin fee / account holder | $1,544 | $10,433-85.2% | $8,777-82.4% | $12,624-87.8% |