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 | $82,569 | $106,515-22.5% | $96,683-14.6% | $139,434-40.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 21.53% | 38.43%-16.9pp | 35.69%-14.2pp | 372.94%-351.4pp |
| Employer contribution / active EE | $7,906 | $4,103+92.7% | $3,737+111.6% | $4,751+66.4% |
| Participant deferral / active EE | $7,789 | $5,454+42.8% | $4,878+59.7% | $6,710+16.1% |
| Admin fee / account holder | $345 | $7,877-95.6% | $6,730-94.9% | $11,403-97.0% |