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 | $65,363 | $124,425-47.5% | $112,040-41.7% | $137,256-52.4% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 21.11% | 24.72%-3.6pp | 24.52%-3.4pp | 220.34%-199.2pp |
| Employer contribution / active EE | $7,181 | $3,411+110.5% | $2,954+143.1% | $4,156+72.8% |
| Participant deferral / active EE | $15,550 | $5,718+171.9% | $5,098+205.0% | $6,407+142.7% |
| Admin fee / account holder | $5,898 | $15,207-61.2% | $12,098-51.2% | $12,270-51.9% |