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 | $91,586 | $124,281-26.3% | $109,143-16.1% | $167,490-45.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 16.01% | 26.04%-10.0pp | 25.75%-9.7pp | 478.56%-462.5pp |
| Employer contribution / active EE | $7,382 | $4,207+75.5% | $3,722+98.3% | $4,837+52.6% |
| Participant deferral / active EE | $12,077 | $5,255+129.8% | $4,653+159.5% | $6,341+90.5% |
| Admin fee / account holder | $1,705 | $7,970-78.6% | $6,752-74.7% | $12,309-86.1% |