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 7-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 | $85,444 | $114,381-25.3% | $107,525-20.5% | $142,382-40.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 24.48% | 242.71%-218.2pp | 181.32%-156.8pp | 217.08%-192.6pp |
| Employer contribution / active EE | $2,067 | $4,015-48.5% | $3,754-44.9% | $4,299-51.9% |
| Participant deferral / active EE | $11,101 | $5,564+99.5% | $5,116+117.0% | $6,507+70.6% |
| Admin fee / account holder | $1,126 | $9,860-88.6% | $8,919-87.4% | $12,624-91.1% |