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 7-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 | $77,415 | $106,584-27.4% | $101,326-23.6% | $142,382-45.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 20.33% | 36.93%-16.6pp | 36.82%-16.5pp | 217.08%-196.7pp |
| Employer contribution / active EE | $8,777 | $3,956+121.9% | $3,665+139.5% | $4,299+104.2% |
| Participant deferral / active EE | $10,614 | $8,297+27.9% | $7,994+32.8% | $6,507+63.1% |
| Admin fee / account holder | $2,221 | $11,446-80.6% | $11,185-80.1% | $12,624-82.4% |