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 | $68,438 | $165,335-58.6% | $149,696-54.3% | $158,922-56.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 35.98% | 348.15%-312.2pp | 276.60%-240.6pp | 302.83%-266.8pp |
| Employer contribution / active EE | $7,084 | $5,103+38.8% | $4,644+52.5% | $4,761+48.8% |
| Participant deferral / active EE | $12,416 | $7,181+72.9% | $6,842+81.5% | $5,982+107.6% |
| Admin fee / account holder | $594 | $10,807-94.5% | $9,309-93.6% | $11,246-94.7% |