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 | $60,412 | $79,944-24.4% | $98,439-38.6% | $75,163-19.6% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.2%+24.8pp | 67.2%+32.8pp |
| Annual return | 19.80% | 19.75%0pp | 21.16%-1.4pp | 160.62%-140.8pp |
| Employer contribution / active EE | $6,416 | $2,264+183.4% | $3,048+110.5% | $2,670+140.3% |
| Participant deferral / active EE | $5,132 | $3,752+36.8% | $4,738+8.3% | $4,125+24.4% |
| Admin fee / account holder | $1,824 | $6,840-73.3% | $8,948-79.6% | $5,651-67.7% |