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 5-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 | $74,128 | $214,378-65.4% | $200,582-63.0% | $142,382-47.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 12.03% | 46.41%-34.4pp | 42.33%-30.3pp | 217.08%-205.0pp |
| Employer contribution / active EE | $8,709 | $6,841+27.3% | $6,419+35.7% | $4,299+102.6% |
| Participant deferral / active EE | $8,203 | $9,865-16.8% | $9,331-12.1% | $6,507+26.1% |
| Admin fee / account holder | $438 | $17,692-97.5% | $16,305-97.3% | $12,624-96.5% |