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 | $42,813 | $106,515-59.8% | $96,683-55.7% | $139,434-69.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 19.01% | 38.43%-19.4pp | 35.69%-16.7pp | 372.94%-353.9pp |
| Employer contribution / active EE | $3,276 | $4,103-20.2% | $3,737-12.3% | $4,751-31.0% |
| Participant deferral / active EE | $7,410 | $5,454+35.9% | $4,878+51.9% | $6,710+10.4% |
| Admin fee / account holder | $839 | $7,877-89.3% | $6,730-87.5% | $11,403-92.6% |