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 | $50,111 | $104,974-52.3% | $95,585-47.6% | $142,382-64.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 17.61% | 210.33%-192.7pp | 38.56%-20.9pp | 217.08%-199.5pp |
| Employer contribution / active EE | $911 | $2,779-67.2% | $2,527-64.0% | $4,299-78.8% |
| Participant deferral / active EE | $1,121 | $4,352-74.3% | $4,023-72.1% | $6,507-82.8% |
| Admin fee / account holder | $442 | $6,386-93.1% | $6,127-92.8% | $12,624-96.5% |