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 | $100,639 | $227,553-55.8% | $189,557-46.9% | $167,490-39.9% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 12.44% | 78.40%-66.0pp | 64.17%-51.7pp | 478.56%-466.1pp |
| Employer contribution / active EE | $8,265 | $5,316+55.5% | $4,412+87.3% | $4,837+70.8% |
| Participant deferral / active EE | $7,029 | $7,002+0.4% | $6,174+13.8% | $6,341+10.8% |
| Admin fee / account holder | $565 | $11,878-95.2% | $9,807-94.2% | $12,309-95.4% |