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 | $69,581 | $89,355-22.1% | $141,162-50.7% | $72,985-4.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 23.45% | 111.85%-88.4pp | 71.39%-47.9pp | 81.00%-57.6pp |
| Employer contribution / active EE | $1,334 | $3,114-57.2% | $4,735-71.8% | $2,440-45.3% |
| Participant deferral / active EE | $6,518 | $5,418+20.3% | $6,709-2.9% | $3,607+80.7% |
| Admin fee / account holder | $3,105 | $5,958-47.9% | $10,261-69.7% | $5,124-39.4% |