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 | $47,539 | $228,332-79.2% | $185,823-74.4% | $158,922-70.1% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 16.72% | 40.80%-24.1pp | 35.95%-19.2pp | 302.83%-286.1pp |
| Employer contribution / active EE | $7,448 | $4,967+50.0% | $4,087+82.2% | $4,761+56.4% |
| Participant deferral / active EE | $1,278 | $6,415-80.1% | $5,632-77.3% | $5,982-78.6% |
| Admin fee / account holder | $621 | $11,864-94.8% | $9,500-93.5% | $11,246-94.5% |