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 | $91,634 | $87,733+4.4% | $106,548-14.0% | $85,850+6.7% |
| Participation rate | 100.0% | 71.9%+28.1pp | 76.1%+23.9pp | 69.3%+30.7pp |
| Annual return | 36.26% | 21.86%+14.4pp | 26.80%+9.5pp | 318.53%-282.3pp |
| Employer contribution / active EE | $1,414 | $2,073-31.8% | $2,819-49.8% | $2,565-44.9% |
| Participant deferral / active EE | $3,408 | $3,469-1.8% | $4,398-22.5% | $3,952-13.8% |
| Admin fee / account holder | $6,819 | $6,767+0.8% | $7,407-7.9% | $6,260+8.9% |