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 | $62,346 | $185,822-66.4% | $169,993-63.3% | $139,434-55.3% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 22.67% | 60.50%-37.8pp | 53.37%-30.7pp | 372.94%-350.3pp |
| Employer contribution / active EE | $1,891 | $7,590-75.1% | $6,785-72.1% | $4,751-60.2% |
| Participant deferral / active EE | $10,312 | $11,622-11.3% | $10,408-0.9% | $6,710+53.7% |
| Admin fee / account holder | $465 | $15,381-97.0% | $12,815-96.4% | $11,403-95.9% |