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 | $35,581 | $228,332-84.4% | $185,823-80.9% | $158,922-77.6% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 28.33% | 40.80%-12.5pp | 35.95%-7.6pp | 302.83%-274.5pp |
| Employer contribution / active EE | $7,567 | $4,967+52.3% | $4,087+85.1% | $4,761+58.9% |
| Participant deferral / active EE | $9,000 | $6,415+40.3% | $5,632+59.8% | $5,982+50.4% |
| Admin fee / account holder | $407 | $11,864-96.6% | $9,500-95.7% | $11,246-96.4% |