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 | $25,291 | $98,750-74.4% | $149,696-83.1% | $79,858-68.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 19.62% | 27.43%-7.8pp | 276.60%-257.0pp | 31.71%-12.1pp |
| Employer contribution / active EE | $6,991 | $3,216+117.4% | $4,644+50.5% | $2,471+182.9% |
| Participant deferral / active EE | $14,822 | $5,680+160.9% | $6,842+116.6% | $3,740+296.3% |
| Admin fee / account holder | $4,444 | $6,053-26.6% | $9,309-52.3% | $5,306-16.2% |