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 | $68,558 | $214,378-68.0% | $200,582-65.8% | $142,382-51.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 17.23% | 46.41%-29.2pp | 42.33%-25.1pp | 217.08%-199.8pp |
| Employer contribution / active EE | $7,745 | $6,841+13.2% | $6,419+20.7% | $4,299+80.2% |
| Participant deferral / active EE | $12,780 | $9,865+29.6% | $9,331+37.0% | $6,507+96.4% |
| Admin fee / account holder | $3,110 | $17,692-82.4% | $16,305-80.9% | $12,624-75.4% |