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 | $108,669 | $201,259-46.0% | $184,200-41.0% | $145,959-25.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 14.41% | 28.98%-14.6pp | 28.80%-14.4pp | 561.95%-547.5pp |
| Employer contribution / active EE | $3,457 | $7,018-50.7% | $6,424-46.2% | $4,661-25.8% |
| Participant deferral / active EE | $11,107 | $9,806+13.3% | $9,132+21.6% | $6,689+66.1% |
| Admin fee / account holder | $338 | $16,372-97.9% | $13,907-97.6% | $13,398-97.5% |