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 | $137,849 | $81,248+69.7% | $155,509-11.4% | $80,856+70.5% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 14.14% | 33.31%-19.2pp | 64.67%-50.5pp | 35.59%-21.5pp |
| Employer contribution / active EE | $9,409 | $3,100+203.5% | $4,672+101.4% | $2,755+241.6% |
| Participant deferral / active EE | $7,093 | $3,452+105.5% | $5,626+26.1% | $4,296+65.1% |
| Admin fee / account holder | $1,909 | $7,997-76.1% | $15,912-88.0% | $6,918-72.4% |