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 | $46,435 | $127,264-63.5% | $109,895-57.7% | $167,490-72.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 33.17% | 22.97%+10.2pp | 29.45%+3.7pp | 478.56%-445.4pp |
| Employer contribution / active EE | $508 | $3,322-84.7% | $2,842-82.1% | $4,837-89.5% |
| Participant deferral / active EE | $7,685 | $4,514+70.3% | $4,048+89.9% | $6,341+21.2% |
| Admin fee / account holder | $647 | $7,114-90.9% | $6,066-89.3% | $12,309-94.7% |