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 7-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 | $100,523 | $214,378-53.1% | $200,582-49.9% | $142,382-29.4% |
| Participation rate | 80.0% | 87.4%-7.4pp | 86.9%-6.9pp | 80.1%-0.1pp |
| Annual return | 20.63% | 46.41%-25.8pp | 42.33%-21.7pp | 217.08%-196.4pp |
| Employer contribution / active EE | $4,406 | $6,841-35.6% | $6,419-31.4% | $4,299+2.5% |
| Participant deferral / active EE | $8,806 | $9,865-10.7% | $9,331-5.6% | $6,507+35.3% |
| Admin fee / account holder | $481 | $17,692-97.3% | $16,305-97.0% | $12,624-96.2% |