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 | $147,520 | $201,259-26.7% | $184,200-19.9% | $145,959+1.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 14.39% | 28.98%-14.6pp | 28.80%-14.4pp | 561.95%-547.6pp |
| Employer contribution / active EE | $3,101 | $7,018-55.8% | $6,424-51.7% | $4,661-33.5% |
| Participant deferral / active EE | $14,253 | $9,806+45.3% | $9,132+56.1% | $6,689+113.1% |
| Admin fee / account holder | $3,254 | $16,372-80.1% | $13,907-76.6% | $13,398-75.7% |