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 | $80,504 | $154,228-47.8% | $145,433-44.6% | $137,256-41.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 23.97% | 74.59%-50.6pp | 66.58%-42.6pp | 220.34%-196.4pp |
| Employer contribution / active EE | $3,396 | $4,804-29.3% | $4,554-25.4% | $4,156-18.3% |
| Participant deferral / active EE | $8,588 | $8,216+4.5% | $7,897+8.7% | $6,407+34.1% |
| Admin fee / account holder | $1,125 | $14,344-92.2% | $13,129-91.4% | $12,270-90.8% |