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 | $106,537 | $105,859+0.6% | $90,160+18.2% | $147,584-27.8% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 16.56% | 37.63%-21.1pp | 34.88%-18.3pp | 578.55%-562.0pp |
| Employer contribution / active EE | $2,551 | $4,126-38.2% | $3,318-23.1% | $4,876-47.7% |
| Participant deferral / active EE | $3,011 | $5,733-47.5% | $5,288-43.1% | $5,439-44.6% |
| Admin fee / account holder | $7,128 | $8,046-11.4% | $5,943+19.9% | $10,885-34.5% |