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 | $101,553 | $179,726-43.5% | $156,263-35.0% | $142,382-28.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 17.76% | 77.86%-60.1pp | 59.47%-41.7pp | 217.08%-199.3pp |
| Employer contribution / active EE | $2,516 | $5,069-50.4% | $4,333-41.9% | $4,299-41.5% |
| Participant deferral / active EE | $8,313 | $6,956+19.5% | $6,158+35.0% | $6,507+27.8% |
| Admin fee / account holder | $13,057 | $17,272-24.4% | $14,255-8.4% | $12,624+3.4% |