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 | $23,258 | $228,332-89.8% | $185,823-87.5% | $158,922-85.4% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 43.04% | 40.80%+2.2pp | 35.95%+7.1pp | 302.83%-259.8pp |
| Employer contribution / active EE | $5,494 | $4,967+10.6% | $4,087+34.4% | $4,761+15.4% |
| Participant deferral / active EE | $6,633 | $6,415+3.4% | $5,632+17.8% | $5,982+10.9% |
| Admin fee / account holder | $304 | $11,864-97.4% | $9,500-96.8% | $11,246-97.3% |