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 | $41,516 | $162,781-74.5% | $133,956-69.0% | $158,922-73.9% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 27.42% | 41.94%-14.5pp | 45.09%-17.7pp | 302.83%-275.4pp |
| Employer contribution / active EE | $6,741 | $4,975+35.5% | $3,919+72.0% | $4,761+41.6% |
| Participant deferral / active EE | $17,788 | $5,911+200.9% | $5,048+252.4% | $5,982+197.4% |
| Admin fee / account holder | $6,695 | $11,736-43.0% | $8,927-25.0% | $11,246-40.5% |