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 | $89,432 | $78,672+13.7% | $109,143-18.1% | $85,850+4.2% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 12.62% | 25.09%-12.5pp | 25.75%-13.1pp | 318.53%-305.9pp |
| Employer contribution / active EE | $9,577 | $2,735+250.2% | $3,722+157.3% | $2,565+273.3% |
| Participant deferral / active EE | $6,743 | $3,467+94.5% | $4,653+44.9% | $3,952+70.6% |
| Admin fee / account holder | $913 | $5,469-83.3% | $6,752-86.5% | $6,260-85.4% |