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 7-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 | $36,021 | $228,332-84.2% | $185,823-80.6% | $158,922-77.3% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 20.31% | 40.80%-20.5pp | 35.95%-15.6pp | 302.83%-282.5pp |
| Employer contribution / active EE | $7,989 | $4,967+60.8% | $4,087+95.4% | $4,761+67.8% |
| Participant deferral / active EE | $5,182 | $6,415-19.2% | $5,632-8.0% | $5,982-13.4% |
| Admin fee / account holder | $562 | $11,864-95.3% | $9,500-94.1% | $11,246-95.0% |