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 | $87,777 | $154,117-43.0% | $129,995-32.5% | $139,434-37.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 11.17% | 32.48%-21.3pp | -137.18%+148.3pp | 372.94%-361.8pp |
| Employer contribution / active EE | $4,230 | $5,289-20.0% | $4,320-2.1% | $4,751-11.0% |
| Participant deferral / active EE | $11,583 | $6,710+72.6% | $5,820+99.0% | $6,710+72.6% |
| Admin fee / account holder | $10,664 | $14,007-23.9% | $10,614+0.5% | $11,403-6.5% |