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 | $68,573 | $117,983-41.9% | $101,794-32.6% | $142,382-51.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 41.62% | 36.92%+4.7pp | 30.53%+11.1pp | 217.08%-175.5pp |
| Employer contribution / active EE | $3,345 | $2,773+20.7% | $2,289+46.2% | $4,299-22.2% |
| Participant deferral / active EE | $6,991 | $4,714+48.3% | $4,084+71.2% | $6,507+7.4% |
| Admin fee / account holder | $514 | $10,433-95.1% | $8,777-94.1% | $12,624-95.9% |