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 | $83,895 | $52,681+59.3% | $75,781+10.7% | $59,632+40.7% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.8%+24.2pp | 68.7%+31.3pp |
| Annual return | 2.18% | 2.95%-0.8pp | 9.68%-7.5pp | 2041.28%-2039.1pp |
| Employer contribution / active EE | $736 | $2,193-66.5% | $3,323-77.9% | $2,203-66.6% |
| Participant deferral / active EE | $4,504 | $2,591+73.8% | $3,651+23.3% | $3,192+41.1% |
| Admin fee / account holder | $478 | $3,610-86.8% | $5,299-91.0% | $4,297-88.9% |