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 | $64,995 | $92,798-30.0% | $96,707-32.8% | $137,256-52.6% |
| Participation rate | 100.0% | 81.6%+18.4pp | 80.4%+19.6pp | 80.0%+20.0pp |
| Annual return | 22.29% | 31.24%-8.9pp | 34.78%-12.5pp | 220.34%-198.0pp |
| Employer contribution / active EE | $1,679 | $4,147-59.5% | $4,191-59.9% | $4,156-59.6% |
| Participant deferral / active EE | $7,588 | $5,877+29.1% | $5,997+26.5% | $6,407+18.4% |
| Admin fee / account holder | $633 | $7,946-92.0% | $7,503-91.6% | $12,270-94.8% |