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 | $73,489 | $111,754-34.2% | $103,333-28.9% | $145,922-49.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 17.42% | 24.77%-7.3pp | 24.88%-7.5pp | 561.29%-543.9pp |
| Employer contribution / active EE | $18,886 | $4,212+348.3% | $3,868+388.3% | $4,660+305.3% |
| Participant deferral / active EE | $10,334 | $5,619+83.9% | $5,057+104.3% | $6,688+54.5% |
| Admin fee / account holder | $3,446 | $9,750-64.7% | $8,355-58.8% | $13,397-74.3% |