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 | $108,993 | $115,882-5.9% | $100,516+8.4% | $158,922-31.4% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 13.28% | 34.79%-21.5pp | 30.89%-17.6pp | 302.83%-289.5pp |
| Employer contribution / active EE | $780 | $4,103-81.0% | $3,418-77.2% | $4,761-83.6% |
| Participant deferral / active EE | $20,800 | $6,674+211.6% | $6,270+231.7% | $5,982+247.7% |
| Admin fee / account holder | $2,053 | $10,995-81.3% | $8,081-74.6% | $11,246-81.7% |