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 | $125,950 | $71,809+75.4% | $61,048+106.3% | $152,861-17.6% |
| Participation rate | 100.0% | 84.2%+15.8pp | 79.3%+20.7pp | 82.4%+17.6pp |
| Annual return | 16.83% | 29.74%-12.9pp | 26.18%-9.4pp | 345.32%-328.5pp |
| Employer contribution / active EE | $5,208 | $4,545+14.6% | $3,716+40.1% | $4,762+9.4% |
| Participant deferral / active EE | $0 | $5,467-100.0% | $4,470-100.0% | $5,850-100.0% |
| Admin fee / account holder | $3,701 | $4,750-22.1% | $3,728-0.7% | $11,596-68.1% |