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 | $85,482 | $148,978-42.6% | $200,582-57.4% | $84,808+0.8% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 16.54% | 28.16%-11.6pp | 42.33%-25.8pp | 40.90%-24.4pp |
| Employer contribution / active EE | $3,921 | $4,815-18.6% | $6,419-38.9% | $2,631+49.0% |
| Participant deferral / active EE | $9,307 | $7,142+30.3% | $9,331-0.3% | $4,212+121.0% |
| Admin fee / account holder | $7,446 | $13,977-46.7% | $16,305-54.3% | $7,344+1.4% |