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 9-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 | $64,346 | $105,859-39.2% | $90,160-28.6% | $147,584-56.4% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 20.62% | 37.63%-17.0pp | 34.88%-14.3pp | 578.55%-557.9pp |
| Employer contribution / active EE | $4,000 | $4,126-3.1% | $3,318+20.5% | $4,876-18.0% |
| Participant deferral / active EE | $8,800 | $5,733+53.5% | $5,288+66.4% | $5,439+61.8% |
| Admin fee / account holder | $2,326 | $8,046-71.1% | $5,943-60.9% | $10,885-78.6% |