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 | $82,259 | $114,381-28.1% | $107,525-23.5% | $142,382-42.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 21.84% | 242.71%-220.9pp | 181.32%-159.5pp | 217.08%-195.2pp |
| Employer contribution / active EE | $8,822 | $4,015+119.7% | $3,754+135.0% | $4,299+105.2% |
| Participant deferral / active EE | $9,130 | $5,564+64.1% | $5,116+78.5% | $6,507+40.3% |
| Admin fee / account holder | $671 | $9,860-93.2% | $8,919-92.5% | $12,624-94.7% |