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 | $65,002 | $99,877-34.9% | $84,966-23.5% | $145,922-55.5% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 11.81% | 83.76%-71.9pp | 66.38%-54.6pp | 561.29%-549.5pp |
| Employer contribution / active EE | $3,501 | $3,231+8.4% | $2,727+28.4% | $4,660-24.9% |
| Participant deferral / active EE | $7,612 | $5,291+43.9% | $4,519+68.4% | $6,688+13.8% |
| Admin fee / account holder | $3,153 | $7,248-56.5% | $6,149-48.7% | $13,397-76.5% |