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 9-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 | $100,417 | $177,572-43.5% | $154,803-35.1% | $142,382-29.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 18.09% | 65.07%-47.0pp | 58.88%-40.8pp | 217.08%-199.0pp |
| Employer contribution / active EE | $2,674 | $4,810-44.4% | $4,305-37.9% | $4,299-37.8% |
| Participant deferral / active EE | $7,878 | $6,272+25.6% | $5,540+42.2% | $6,507+21.1% |
| Admin fee / account holder | $1,850 | $16,786-89.0% | $14,329-87.1% | $12,624-85.3% |