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 | $28,265 | $176,056-83.9% | $159,436-82.3% | $167,490-83.1% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 11.01% | 331.75%-320.7pp | 263.57%-252.6pp | 478.56%-467.5pp |
| Employer contribution / active EE | $2,391 | $5,297-54.9% | $4,829-50.5% | $4,837-50.6% |
| Participant deferral / active EE | $5,095 | $7,750-34.3% | $7,352-30.7% | $6,341-19.6% |
| Admin fee / account holder | $795 | $12,554-93.7% | $10,799-92.6% | $12,309-93.5% |