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 | $144,245 | $100,970+42.9% | $96,576+49.4% | $137,256+5.1% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 14.47% | 38.16%-23.7pp | 38.47%-24.0pp | 220.34%-205.9pp |
| Employer contribution / active EE | $4,085 | $3,809+7.3% | $3,553+15.0% | $4,156-1.7% |
| Participant deferral / active EE | $12,883 | $8,286+55.5% | $7,956+61.9% | $6,407+101.1% |
| Admin fee / account holder | $1,999 | $11,312-82.3% | $11,381-82.4% | $12,270-83.7% |