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 | $64,746 | $99,918-35.2% | $81,382-20.4% | $145,922-55.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 11.98% | 34.32%-22.3pp | 24.73%-12.8pp | 561.29%-549.3pp |
| Employer contribution / active EE | $1,643 | $2,978-44.8% | $2,463-33.3% | $4,660-64.7% |
| Participant deferral / active EE | $5,600 | $4,605+21.6% | $3,883+44.2% | $6,688-16.3% |
| Admin fee / account holder | $664 | $8,212-91.9% | $5,768-88.5% | $13,397-95.0% |