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 | $63,008 | $87,037-27.6% | $106,201-40.7% | $80,874-22.1% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.6%+32.4pp |
| Annual return | 20.34% | 17.05%+3.3pp | 116.26%-95.9pp | 35.62%-15.3pp |
| Employer contribution / active EE | $3,536 | $2,396+47.6% | $3,170+11.5% | $2,756+28.3% |
| Participant deferral / active EE | $7,850 | $3,986+96.9% | $5,012+56.6% | $4,297+82.7% |
| Admin fee / account holder | $21,033 | $8,434+149.4% | $11,039+90.5% | $6,935+203.3% |