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 | $97,025 | $201,272-51.8% | $184,203-47.3% | $145,922-33.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 13.14% | 29.00%-15.9pp | 28.81%-15.7pp | 561.29%-548.1pp |
| Employer contribution / active EE | $6,592 | $7,022-6.1% | $6,427+2.6% | $4,660+41.5% |
| Participant deferral / active EE | $10,386 | $9,806+5.9% | $9,131+13.7% | $6,688+55.3% |
| Admin fee / account holder | $12,232 | $16,364-25.3% | $13,901-12.0% | $13,397-8.7% |