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 | $196,339 | $124,425+57.8% | $112,040+75.2% | $137,256+43.0% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 15.96% | 24.72%-8.8pp | 24.52%-8.6pp | 220.34%-204.4pp |
| Employer contribution / active EE | $3,125 | $3,411-8.4% | $2,954+5.8% | $4,156-24.8% |
| Participant deferral / active EE | $3,472 | $5,718-39.3% | $5,098-31.9% | $6,407-45.8% |
| Admin fee / account holder | $2,614 | $15,207-82.8% | $12,098-78.4% | $12,270-78.7% |