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 | $99,312 | $179,726-44.7% | $156,263-36.4% | $142,382-30.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 11.52% | 77.86%-66.3pp | 59.47%-47.9pp | 217.08%-205.6pp |
| Employer contribution / active EE | $6,083 | $5,069+20.0% | $4,333+40.4% | $4,299+41.5% |
| Participant deferral / active EE | $11,006 | $6,956+58.2% | $6,158+78.7% | $6,507+69.1% |
| Admin fee / account holder | $3,979 | $17,272-77.0% | $14,255-72.1% | $12,624-68.5% |