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 9-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 | $70,529 | $165,335-57.3% | $149,696-52.9% | $158,922-55.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 12.59% | 348.15%-335.6pp | 276.60%-264.0pp | 302.83%-290.2pp |
| Employer contribution / active EE | $3,699 | $5,103-27.5% | $4,644-20.4% | $4,761-22.3% |
| Participant deferral / active EE | $3,864 | $7,181-46.2% | $6,842-43.5% | $5,982-35.4% |
| Admin fee / account holder | $544 | $10,807-95.0% | $9,309-94.2% | $11,246-95.2% |