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 | $65,123 | $192,717-66.2% | $142,449-54.3% | $139,434-53.3% |
| Participation rate | 100.0% | 81.5%+18.5pp | 76.8%+23.2pp | 80.3%+19.7pp |
| Annual return | 16.70% | 17.99%-1.3pp | 19.99%-3.3pp | 372.94%-356.2pp |
| Employer contribution / active EE | $2,487 | $5,806-57.2% | $4,847-48.7% | $4,751-47.7% |
| Participant deferral / active EE | $9,118 | $7,208+26.5% | $6,283+45.1% | $6,710+35.9% |
| Admin fee / account holder | $3,315 | $15,124-78.1% | $10,011-66.9% | $11,403-70.9% |