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 | $23,554 | $148,534-84.1% | $135,903-82.7% | $139,434-83.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 13.84% | 79.19%-65.4pp | 68.23%-54.4pp | 372.94%-359.1pp |
| Employer contribution / active EE | $3,810 | $5,243-27.3% | $4,856-21.5% | $4,751-19.8% |
| Participant deferral / active EE | $7,694 | $8,100-5.0% | $7,758-0.8% | $6,710+14.7% |
| Admin fee / account holder | $2,904 | $12,400-76.6% | $10,762-73.0% | $11,403-74.5% |