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 | $77,500 | $95,266-18.6% | $82,389-5.9% | $142,382-45.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 12.98% | 25.74%-12.8pp | 28.67%-15.7pp | 217.08%-204.1pp |
| Employer contribution / active EE | $2,931 | $2,991-2.0% | $2,517+16.4% | $4,299-31.8% |
| Participant deferral / active EE | $8,694 | $4,809+80.8% | $4,155+109.3% | $6,507+33.6% |
| Admin fee / account holder | $3,729 | $8,563-56.5% | $7,231-48.4% | $12,624-70.5% |