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 | $115,623 | $148,534-22.2% | $135,903-14.9% | $139,434-17.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 18.50% | 79.19%-60.7pp | 68.23%-49.7pp | 372.94%-354.4pp |
| Employer contribution / active EE | $5,246 | $5,243+0.1% | $4,856+8.0% | $4,751+10.4% |
| Participant deferral / active EE | $12,580 | $8,100+55.3% | $7,758+62.2% | $6,710+87.5% |
| Admin fee / account holder | $5,879 | $12,400-52.6% | $10,762-45.4% | $11,403-48.4% |