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 | $33,589 | $115,882-71.0% | $100,516-66.6% | $158,922-78.9% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 33.55% | 34.79%-1.2pp | 30.89%+2.7pp | 302.83%-269.3pp |
| Employer contribution / active EE | $2,167 | $4,103-47.2% | $3,418-36.6% | $4,761-54.5% |
| Participant deferral / active EE | $8,766 | $6,674+31.3% | $6,270+39.8% | $5,982+46.5% |
| Admin fee / account holder | $1,526 | $10,995-86.1% | $8,081-81.1% | $11,246-86.4% |