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 | $79,497 | $114,381-30.5% | $107,525-26.1% | $142,382-44.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 18.75% | 242.71%-224.0pp | 181.32%-162.6pp | 217.08%-198.3pp |
| Employer contribution / active EE | $4,566 | $4,015+13.7% | $3,754+21.6% | $4,299+6.2% |
| Participant deferral / active EE | $8,034 | $5,564+44.4% | $5,116+57.0% | $6,507+23.5% |
| Admin fee / account holder | $430 | $9,860-95.6% | $8,919-95.2% | $12,624-96.6% |