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 | $44,622 | $115,882-61.5% | $100,516-55.6% | $158,922-71.9% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 16.48% | 34.79%-18.3pp | 30.89%-14.4pp | 302.83%-286.3pp |
| Employer contribution / active EE | $3,222 | $4,103-21.5% | $3,418-5.7% | $4,761-32.3% |
| Participant deferral / active EE | $5,839 | $6,674-12.5% | $6,270-6.9% | $5,982-2.4% |
| Admin fee / account holder | $3,963 | $10,995-64.0% | $8,081-51.0% | $11,246-64.8% |