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 | $49,742 | $214,378-76.8% | $200,582-75.2% | $142,382-65.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 14.50% | 46.41%-31.9pp | 42.33%-27.8pp | 217.08%-202.6pp |
| Employer contribution / active EE | $1,382 | $6,841-79.8% | $6,419-78.5% | $4,299-67.8% |
| Participant deferral / active EE | $6,510 | $9,865-34.0% | $9,331-30.2% | $6,5070% |
| Admin fee / account holder | $545 | $17,692-96.9% | $16,305-96.7% | $12,624-95.7% |