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 | $90,498 | $111,754-19.0% | $103,333-12.4% | $145,922-38.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 10.50% | 24.77%-14.3pp | 24.88%-14.4pp | 561.29%-550.8pp |
| Employer contribution / active EE | $4,305 | $4,212+2.2% | $3,868+11.3% | $4,660-7.6% |
| Participant deferral / active EE | $8,897 | $5,619+58.4% | $5,057+75.9% | $6,688+33.0% |
| Admin fee / account holder | $1,297 | $9,750-86.7% | $8,355-84.5% | $13,397-90.3% |