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 | $95,693 | $209,336-54.3% | $197,124-51.5% | $137,256-30.3% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 13.41% | 48.09%-34.7pp | 44.34%-30.9pp | 220.34%-206.9pp |
| Employer contribution / active EE | $4,662 | $6,591-29.3% | $6,227-25.1% | $4,156+12.2% |
| Participant deferral / active EE | $10,068 | $9,614+4.7% | $9,135+10.2% | $6,407+57.1% |
| Admin fee / account holder | $6,809 | $17,308-60.7% | $16,298-58.2% | $12,270-44.5% |