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 | $82,015 | $176,377-53.5% | $134,143-38.9% | $158,922-48.4% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 16.40% | 63.63%-47.2pp | 36.33%-19.9pp | 302.83%-286.4pp |
| Employer contribution / active EE | $590 | $5,040-88.3% | $3,704-84.1% | $4,761-87.6% |
| Participant deferral / active EE | $4,102 | $4,091+0.3% | $3,499+17.2% | $5,982-31.4% |
| Admin fee / account holder | $4,695 | $8,718-46.2% | $6,684-29.8% | $11,246-58.3% |