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 | $68,628 | $110,257-37.8% | $96,544-28.9% | $139,434-50.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 20.61% | 26.32%-5.7pp | 25.84%-5.2pp | 372.94%-352.3pp |
| Employer contribution / active EE | $4,622 | $3,620+27.7% | $2,965+55.9% | $4,751-2.7% |
| Participant deferral / active EE | $14,525 | $5,548+161.8% | $4,851+199.4% | $6,710+116.5% |
| Admin fee / account holder | $9,978 | $11,591-13.9% | $8,252+20.9% | $11,403-12.5% |