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 | $108,326 | $227,553-52.4% | $189,557-42.9% | $167,490-35.3% |
| Participation rate | 85.0% | 82.5%+2.5pp | 78.4%+6.6pp | 82.1%+2.9pp |
| Annual return | 16.54% | 78.40%-61.9pp | 64.17%-47.6pp | 478.56%-462.0pp |
| Employer contribution / active EE | $2,921 | $5,316-45.1% | $4,412-33.8% | $4,837-39.6% |
| Participant deferral / active EE | $10,528 | $7,002+50.4% | $6,174+70.5% | $6,341+66.0% |
| Admin fee / account holder | $1,152 | $11,878-90.3% | $9,807-88.2% | $12,309-90.6% |