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 | $63,491 | $77,419-18.0% | $69,455-8.6% | $152,861-58.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.4%+17.6pp |
| Annual return | 23.82% | 39.06%-15.2pp | 28.97%-5.1pp | 345.32%-321.5pp |
| Employer contribution / active EE | $15,732 | $3,315+374.5% | $2,779+466.1% | $4,762+230.3% |
| Participant deferral / active EE | $4,990 | $4,414+13.1% | $3,535+41.1% | $5,850-14.7% |
| Admin fee / account holder | $11,025 | $6,207+77.6% | $3,839+187.2% | $11,596-4.9% |