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 | $67,745 | $46,553+45.5% | $64,056+5.8% | $75,163-9.9% |
| Participation rate | 100.0% | 65.9%+34.1pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 18.71% | 26.03%-7.3pp | 33.69%-15.0pp | 160.62%-141.9pp |
| Employer contribution / active EE | $11,825 | $1,974+499.1% | $2,747+330.5% | $2,670+342.9% |
| Participant deferral / active EE | $5,016 | $2,837+76.8% | $3,880+29.3% | $4,125+21.6% |
| Admin fee / account holder | $589 | $2,952-80.1% | $3,068-80.8% | $5,651-89.6% |