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 | $246,262 | $201,259+22.4% | $184,200+33.7% | $145,959+68.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 10.02% | 28.98%-19.0pp | 28.80%-18.8pp | 561.95%-551.9pp |
| Employer contribution / active EE | $6,040 | $7,018-13.9% | $6,424-6.0% | $4,661+29.6% |
| Participant deferral / active EE | $14,040 | $9,806+43.2% | $9,132+53.7% | $6,689+109.9% |
| Admin fee / account holder | $3,281 | $16,372-80.0% | $13,907-76.4% | $13,398-75.5% |