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 | $59,500 | $124,281-52.1% | $109,143-45.5% | $167,490-64.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 15.72% | 26.04%-10.3pp | 25.75%-10.0pp | 478.56%-462.8pp |
| Employer contribution / active EE | $2,251 | $4,207-46.5% | $3,722-39.5% | $4,837-53.5% |
| Participant deferral / active EE | $11,859 | $5,255+125.7% | $4,653+154.9% | $6,341+87.0% |
| Admin fee / account holder | $882 | $7,970-88.9% | $6,752-86.9% | $12,309-92.8% |