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 | $68,955 | $227,553-69.7% | $189,557-63.6% | $167,490-58.8% |
| Participation rate | 83.3% | 82.5%+0.8pp | 78.4%+4.9pp | 82.1%+1.2pp |
| Annual return | 12.67% | 78.40%-65.7pp | 64.17%-51.5pp | 478.56%-465.9pp |
| Employer contribution / active EE | $8,541 | $5,316+60.7% | $4,412+93.6% | $4,837+76.6% |
| Participant deferral / active EE | $3,992 | $7,002-43.0% | $6,174-35.3% | $6,341-37.1% |
| Admin fee / account holder | $428 | $11,878-96.4% | $9,807-95.6% | $12,309-96.5% |