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 | $32,355 | $228,332-85.8% | $185,823-82.6% | $158,922-79.6% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 14.47% | 40.80%-26.3pp | 35.95%-21.5pp | 302.83%-288.4pp |
| Employer contribution / active EE | $4,198 | $4,967-15.5% | $4,087+2.7% | $4,761-11.8% |
| Participant deferral / active EE | $11,786 | $6,415+83.7% | $5,632+109.3% | $5,982+97.0% |
| Admin fee / account holder | $2,399 | $11,864-79.8% | $9,500-74.7% | $11,246-78.7% |