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 | $106,584-23.8% | $101,326-19.9% | $142,382-43.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 17.49% | 36.93%-19.4pp | 36.82%-19.3pp | 217.08%-199.6pp |
| Employer contribution / active EE | $12,145 | $3,956+207.0% | $3,665+231.3% | $4,299+182.5% |
| Participant deferral / active EE | $19,156 | $8,297+130.9% | $7,994+139.6% | $6,507+194.4% |
| Admin fee / account holder | $1,283 | $11,446-88.8% | $11,185-88.5% | $12,624-89.8% |