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 | $93,781 | $185,822-49.5% | $169,993-44.8% | $139,434-32.7% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 21.93% | 60.50%-38.6pp | 53.37%-31.4pp | 372.94%-351.0pp |
| Employer contribution / active EE | $11,031 | $7,590+45.3% | $6,785+62.6% | $4,751+132.2% |
| Participant deferral / active EE | $17,093 | $11,622+47.1% | $10,408+64.2% | $6,710+154.7% |
| Admin fee / account holder | $16,031 | $15,381+4.2% | $12,815+25.1% | $11,403+40.6% |