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 7-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 | $55,720 | $117,841-52.7% | $102,423-45.6% | $145,922-61.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 14.65% | 31.65%-17.0pp | 29.32%-14.7pp | 561.29%-546.6pp |
| Employer contribution / active EE | $4,221 | $3,615+16.8% | $3,023+39.6% | $4,660-9.4% |
| Participant deferral / active EE | $8,673 | $5,731+51.3% | $5,053+71.7% | $6,688+29.7% |
| Admin fee / account holder | $661 | $13,326-95.0% | $9,451-93.0% | $13,397-95.1% |