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 | $85,640 | $117,983-27.4% | $101,794-15.9% | $142,382-39.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 18.58% | 36.92%-18.3pp | 30.53%-11.9pp | 217.08%-198.5pp |
| Employer contribution / active EE | $20,842 | $2,773+651.7% | $2,289+810.6% | $4,299+384.8% |
| Participant deferral / active EE | $1,838 | $4,714-61.0% | $4,084-55.0% | $6,507-71.8% |
| Admin fee / account holder | $3,067 | $10,433-70.6% | $8,777-65.1% | $12,624-75.7% |