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 7-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 | $99,593 | $185,822-46.4% | $169,993-41.4% | $139,434-28.6% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 31.49% | 60.50%-29.0pp | 53.37%-21.9pp | 372.94%-341.5pp |
| Employer contribution / active EE | $2,525 | $7,590-66.7% | $6,785-62.8% | $4,751-46.9% |
| Participant deferral / active EE | $14,889 | $11,622+28.1% | $10,408+43.1% | $6,710+121.9% |
| Admin fee / account holder | $349 | $15,381-97.7% | $12,815-97.3% | $11,403-96.9% |