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 | $89,117 | $214,378-58.4% | $200,582-55.6% | $142,382-37.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 14.59% | 46.41%-31.8pp | 42.33%-27.7pp | 217.08%-202.5pp |
| Employer contribution / active EE | $4,433 | $6,841-35.2% | $6,419-30.9% | $4,299+3.1% |
| Participant deferral / active EE | $15,416 | $9,865+56.3% | $9,331+65.2% | $6,507+136.9% |
| Admin fee / account holder | $337 | $17,692-98.1% | $16,305-97.9% | $12,624-97.3% |