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 | $56,989 | $140,940-59.6% | $112,229-49.2% | $139,434-59.1% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 16.54% | 32.71%-16.2pp | 30.20%-13.7pp | 372.94%-356.4pp |
| Employer contribution / active EE | $5,652 | $4,283+32.0% | $3,430+64.8% | $4,751+19.0% |
| Participant deferral / active EE | $2,033 | $5,874-65.4% | $4,798-57.6% | $6,710-69.7% |
| Admin fee / account holder | $4,865 | $9,954-51.1% | $7,748-37.2% | $11,403-57.3% |