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 | $113,435 | $154,117-26.4% | $129,995-12.7% | $139,434-18.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 12.89% | 32.48%-19.6pp | -137.18%+150.1pp | 372.94%-360.1pp |
| Employer contribution / active EE | $5,288 | $5,2890% | $4,320+22.4% | $4,751+11.3% |
| Participant deferral / active EE | $10,935 | $6,710+63.0% | $5,820+87.9% | $6,710+63.0% |
| Admin fee / account holder | $867 | $14,007-93.8% | $10,614-91.8% | $11,403-92.4% |