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 | $45,950 | $127,264-63.9% | $109,895-58.2% | $167,490-72.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 13.88% | 22.97%-9.1pp | 29.45%-15.6pp | 478.56%-464.7pp |
| Employer contribution / active EE | $5,693 | $3,322+71.4% | $2,842+100.3% | $4,837+17.7% |
| Participant deferral / active EE | $18,754 | $4,514+315.5% | $4,048+363.3% | $6,341+195.7% |
| Admin fee / account holder | $7,893 | $7,114+10.9% | $6,066+30.1% | $12,309-35.9% |