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 | $81,183 | $100,970-19.6% | $96,576-15.9% | $137,256-40.9% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 17.49% | 38.16%-20.7pp | 38.47%-21.0pp | 220.34%-202.8pp |
| Employer contribution / active EE | $12,145 | $3,809+218.8% | $3,553+241.8% | $4,156+192.2% |
| Participant deferral / active EE | $19,156 | $8,286+131.2% | $7,956+140.8% | $6,407+199.0% |
| Admin fee / account holder | $1,283 | $11,312-88.7% | $11,381-88.7% | $12,270-89.5% |