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 | $131,321 | $201,272-34.8% | $184,203-28.7% | $145,922-10.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 14.88% | 29.00%-14.1pp | 28.81%-13.9pp | 561.29%-546.4pp |
| Employer contribution / active EE | $8,650 | $7,022+23.2% | $6,427+34.6% | $4,660+85.6% |
| Participant deferral / active EE | $7,611 | $9,806-22.4% | $9,131-16.6% | $6,688+13.8% |
| Admin fee / account holder | $652 | $16,364-96.0% | $13,901-95.3% | $13,397-95.1% |