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 | $98,390 | $108,912-9.7% | $100,383-2.0% | $145,959-32.6% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 17.55% | 57.96%-40.4pp | 49.26%-31.7pp | 561.95%-544.4pp |
| Employer contribution / active EE | $4,700 | $4,423+6.3% | $3,944+19.2% | $4,661+0.8% |
| Participant deferral / active EE | $12,327 | $8,451+45.9% | $8,086+52.5% | $6,689+84.3% |
| Admin fee / account holder | $966 | $9,690-90.0% | $7,900-87.8% | $13,398-92.8% |