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 | $30,967 | $111,754-72.3% | $103,333-70.0% | $145,922-78.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 11.18% | 24.77%-13.6pp | 24.88%-13.7pp | 561.29%-550.1pp |
| Employer contribution / active EE | $3,299 | $4,212-21.7% | $3,868-14.7% | $4,660-29.2% |
| Participant deferral / active EE | $3,252 | $5,619-42.1% | $5,057-35.7% | $6,688-51.4% |
| Admin fee / account holder | $920 | $9,750-90.6% | $8,355-89.0% | $13,397-93.1% |