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 | $63,383 | $97,125-34.7% | $86,233-26.5% | $137,256-53.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 17.71% | 74.19%-56.5pp | 61.39%-43.7pp | 220.34%-202.6pp |
| Employer contribution / active EE | $12,528 | $2,841+340.9% | $2,504+400.3% | $4,156+201.4% |
| Participant deferral / active EE | $8,118 | $5,180+56.7% | $4,559+78.1% | $6,407+26.7% |
| Admin fee / account holder | $735 | $9,725-92.4% | $8,342-91.2% | $12,270-94.0% |