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 | $96,310 | $69,207+39.2% | $64,056+50.4% | $139,434-30.9% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 17.61% | 45.88%-28.3pp | 33.69%-16.1pp | 372.94%-355.3pp |
| Employer contribution / active EE | $3,471 | $3,182+9.1% | $2,747+26.4% | $4,751-26.9% |
| Participant deferral / active EE | $4,108 | $4,682-12.3% | $3,880+5.9% | $6,710-38.8% |
| Admin fee / account holder | $494 | $4,244-88.4% | $3,068-83.9% | $11,403-95.7% |