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 | $100,484 | $185,822-45.9% | $169,993-40.9% | $139,434-27.9% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 20.08% | 60.50%-40.4pp | 53.37%-33.3pp | 372.94%-352.9pp |
| Employer contribution / active EE | $1,483 | $7,590-80.5% | $6,785-78.1% | $4,751-68.8% |
| Participant deferral / active EE | $14,058 | $11,622+21.0% | $10,408+35.1% | $6,710+109.5% |
| Admin fee / account holder | $2,000 | $15,381-87.0% | $12,815-84.4% | $11,403-82.5% |