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 | $87,343 | $114,381-23.6% | $107,525-18.8% | $142,382-38.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 19.16% | 242.71%-223.5pp | 181.32%-162.2pp | 217.08%-197.9pp |
| Employer contribution / active EE | $4,238 | $4,015+5.6% | $3,754+12.9% | $4,299-1.4% |
| Participant deferral / active EE | $9,119 | $5,564+63.9% | $5,116+78.3% | $6,507+40.1% |
| Admin fee / account holder | $4,951 | $9,860-49.8% | $8,919-44.5% | $12,624-60.8% |