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 | $72,409 | $115,882-37.5% | $100,516-28.0% | $158,922-54.4% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 18.06% | 34.79%-16.7pp | 30.89%-12.8pp | 302.83%-284.8pp |
| Employer contribution / active EE | $2,030 | $4,103-50.5% | $3,418-40.6% | $4,761-57.4% |
| Participant deferral / active EE | $5,232 | $6,674-21.6% | $6,270-16.6% | $5,982-12.5% |
| Admin fee / account holder | $715 | $10,995-93.5% | $8,081-91.2% | $11,246-93.6% |