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 | $97,846 | $124,425-21.4% | $112,040-12.7% | $137,256-28.7% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 17.28% | 24.72%-7.4pp | 24.52%-7.2pp | 220.34%-203.1pp |
| Employer contribution / active EE | $6,240 | $3,411+82.9% | $2,954+111.3% | $4,156+50.2% |
| Participant deferral / active EE | $5,103 | $5,718-10.8% | $5,098+0.1% | $6,407-20.3% |
| Admin fee / account holder | $3,376 | $15,207-77.8% | $12,098-72.1% | $12,270-72.5% |