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 | $49,367 | $98,750-50.0% | $149,696-67.0% | $79,858-38.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 18.06% | 27.43%-9.4pp | 276.60%-258.5pp | 31.71%-13.7pp |
| Employer contribution / active EE | $3,071 | $3,216-4.5% | $4,644-33.9% | $2,471+24.3% |
| Participant deferral / active EE | $6,369 | $5,680+12.1% | $6,842-6.9% | $3,740+70.3% |
| Admin fee / account holder | $457 | $6,053-92.5% | $9,309-95.1% | $5,306-91.4% |