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 | $34,435 | $148,534-76.8% | $135,903-74.7% | $139,434-75.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 16.67% | 79.19%-62.5pp | 68.23%-51.6pp | 372.94%-356.3pp |
| Employer contribution / active EE | $3,288 | $5,243-37.3% | $4,856-32.3% | $4,751-30.8% |
| Participant deferral / active EE | $7,761 | $8,100-4.2% | $7,7580% | $6,710+15.7% |
| Admin fee / account holder | $11,456 | $12,400-7.6% | $10,762+6.4% | $11,403+0.5% |