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 | $160,538 | $127,065+26.3% | $113,168+41.9% | $142,382+12.8% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 13.70% | 24.03%-10.3pp | 24.27%-10.6pp | 217.08%-203.4pp |
| Employer contribution / active EE | $2,215 | $3,442-35.6% | $2,975-25.6% | $4,299-48.5% |
| Participant deferral / active EE | $7,883 | $5,716+37.9% | $5,107+54.4% | $6,507+21.1% |
| Admin fee / account holder | $755 | $15,736-95.2% | $12,068-93.7% | $12,624-94.0% |