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 | $73,636 | $149,734-50.8% | $118,925-38.1% | $158,922-53.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 24.93% | 19.95%+5.0pp | 35.88%-11.0pp | 302.83%-277.9pp |
| Employer contribution / active EE | $7,711 | $4,115+87.4% | $3,263+136.4% | $4,761+62.0% |
| Participant deferral / active EE | $9,578 | $5,223+83.4% | $4,265+124.6% | $5,982+60.1% |
| Admin fee / account holder | $343 | $8,603-96.0% | $6,581-94.8% | $11,246-96.9% |