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 | $117,837 | $63,861+84.5% | $104,607+12.6% | $79,858+47.6% |
| Participation rate | 100.0% | 64.9%+35.1pp | 74.1%+25.9pp | 69.6%+30.4pp |
| Annual return | 11.03% | 21.30%-10.3pp | 340.46%-329.4pp | 31.71%-20.7pp |
| Employer contribution / active EE | $1,990 | $1,588+25.3% | $2,681-25.8% | $2,471-19.5% |
| Participant deferral / active EE | $4,472 | $2,693+66.0% | $3,740+19.6% | $3,740+19.6% |
| Admin fee / account holder | $5,667 | $4,185+35.4% | $6,473-12.4% | $5,306+6.8% |