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 | $142,498 | $227,553-37.4% | $189,557-24.8% | $167,490-14.9% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 13.27% | 78.40%-65.1pp | 64.17%-50.9pp | 478.56%-465.3pp |
| Employer contribution / active EE | $5,960 | $5,316+12.1% | $4,412+35.1% | $4,837+23.2% |
| Participant deferral / active EE | $36,538 | $7,002+421.8% | $6,174+491.8% | $6,341+476.2% |
| Admin fee / account holder | $1,521 | $11,878-87.2% | $9,807-84.5% | $12,309-87.6% |