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 7-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 | $46,356 | $127,264-63.6% | $109,895-57.8% | $167,490-72.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 20.84% | 22.97%-2.1pp | 29.45%-8.6pp | 478.56%-457.7pp |
| Employer contribution / active EE | $14,496 | $3,322+336.3% | $2,842+410.0% | $4,837+199.7% |
| Participant deferral / active EE | $11,446 | $4,514+153.6% | $4,048+182.8% | $6,341+80.5% |
| Admin fee / account holder | $486 | $7,114-93.2% | $6,066-92.0% | $12,309-96.1% |