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 7-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 | $84,600 | $106,515-20.6% | $96,683-12.5% | $139,434-39.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 22.99% | 38.43%-15.4pp | 35.69%-12.7pp | 372.94%-350.0pp |
| Employer contribution / active EE | $3,726 | $4,103-9.2% | $3,737-0.3% | $4,751-21.6% |
| Participant deferral / active EE | $8,402 | $5,454+54.1% | $4,878+72.2% | $6,710+25.2% |
| Admin fee / account holder | $1,208 | $7,877-84.7% | $6,730-82.0% | $11,403-89.4% |