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 6-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 | $87,268 | $124,425-29.9% | $112,040-22.1% | $137,256-36.4% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 21.78% | 24.72%-2.9pp | 24.52%-2.7pp | 220.34%-198.6pp |
| Employer contribution / active EE | $5,963 | $3,411+74.8% | $2,954+101.9% | $4,156+43.5% |
| Participant deferral / active EE | $15,341 | $5,718+168.3% | $5,098+200.9% | $6,407+139.4% |
| Admin fee / account holder | $965 | $15,207-93.7% | $12,098-92.0% | $12,270-92.1% |