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 | $68,843 | $185,822-63.0% | $169,993-59.5% | $139,434-50.6% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 22.56% | 60.50%-37.9pp | 53.37%-30.8pp | 372.94%-350.4pp |
| Employer contribution / active EE | $4,135 | $7,590-45.5% | $6,785-39.1% | $4,751-13.0% |
| Participant deferral / active EE | $11,700 | $11,622+0.7% | $10,408+12.4% | $6,710+74.4% |
| Admin fee / account holder | $361 | $15,381-97.7% | $12,815-97.2% | $11,403-96.8% |