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 | $58,364 | $169,032-65.5% | $129,207-54.8% | $145,922-60.0% |
| Participation rate | 80.0% | 76.4%+3.6pp | 69.6%+10.4pp | 80.3%-0.3pp |
| Annual return | 13.25% | 14330.11%-14316.9pp | 9417.33%-9404.1pp | 561.29%-548.0pp |
| Employer contribution / active EE | $3,558 | $5,537-35.7% | $4,153-14.3% | $4,660-23.6% |
| Participant deferral / active EE | $12,377 | $4,987+148.2% | $4,168+197.0% | $6,688+85.1% |
| Admin fee / account holder | $10,355 | $9,954+4.0% | $7,715+34.2% | $13,397-22.7% |