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 | $47,195 | $127,264-62.9% | $109,895-57.1% | $167,490-71.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 13.57% | 22.97%-9.4pp | 29.45%-15.9pp | 478.56%-465.0pp |
| Employer contribution / active EE | $9,577 | $3,322+188.2% | $2,842+236.9% | $4,837+98.0% |
| Participant deferral / active EE | $6,965 | $4,514+54.3% | $4,048+72.1% | $6,341+9.8% |
| Admin fee / account holder | $7,185 | $7,114+1.0% | $6,066+18.5% | $12,309-41.6% |