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 | $88,503 | $106,584-17.0% | $101,326-12.7% | $142,382-37.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 21.17% | 36.93%-15.8pp | 36.82%-15.6pp | 217.08%-195.9pp |
| Employer contribution / active EE | $6,760 | $3,956+70.9% | $3,665+84.4% | $4,299+57.2% |
| Participant deferral / active EE | $18,139 | $8,297+118.6% | $7,994+126.9% | $6,507+178.7% |
| Admin fee / account holder | $822 | $11,446-92.8% | $11,185-92.7% | $12,624-93.5% |