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 | $81,975 | $154,117-46.8% | $129,995-36.9% | $139,434-41.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 16.66% | 32.48%-15.8pp | -137.18%+153.8pp | 372.94%-356.3pp |
| Employer contribution / active EE | $5,753 | $5,289+8.8% | $4,320+33.2% | $4,751+21.1% |
| Participant deferral / active EE | $13,069 | $6,710+94.8% | $5,820+124.5% | $6,710+94.8% |
| Admin fee / account holder | $1,279 | $14,007-90.9% | $10,614-88.0% | $11,403-88.8% |