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 | $71,746 | $95,561-24.9% | $77,163-7.0% | $139,434-48.5% |
| Participation rate | 100.0% | 73.9%+26.1pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 16.44% | 54.92%-38.5pp | 37.87%-21.4pp | 372.94%-356.5pp |
| Employer contribution / active EE | $4,182 | $3,147+32.9% | $2,535+65.0% | $4,751-12.0% |
| Participant deferral / active EE | $7,110 | $4,624+53.8% | $3,833+85.5% | $6,710+6.0% |
| Admin fee / account holder | $10,431 | $8,295+25.7% | $5,472+90.6% | $11,403-8.5% |