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 | $85,429 | $228,332-62.6% | $185,823-54.0% | $158,922-46.2% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 28.68% | 40.80%-12.1pp | 35.95%-7.3pp | 302.83%-274.1pp |
| Employer contribution / active EE | $8,623 | $4,967+73.6% | $4,087+111.0% | $4,761+81.1% |
| Participant deferral / active EE | $13,400 | $6,415+108.9% | $5,632+137.9% | $5,982+124.0% |
| Admin fee / account holder | $2,113 | $11,864-82.2% | $9,500-77.8% | $11,246-81.2% |