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 | $82,162 | $114,381-28.2% | $107,525-23.6% | $142,382-42.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 18.76% | 242.71%-223.9pp | 181.32%-162.6pp | 217.08%-198.3pp |
| Employer contribution / active EE | $866 | $4,015-78.4% | $3,754-76.9% | $4,299-79.9% |
| Participant deferral / active EE | $6,010 | $5,564+8.0% | $5,116+17.5% | $6,507-7.6% |
| Admin fee / account holder | $2,591 | $9,860-73.7% | $8,919-70.9% | $12,624-79.5% |