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 | $60,395 | $157,256-61.6% | $141,162-57.2% | $152,861-60.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 30.50% | 64.32%-33.8pp | 71.39%-40.9pp | 345.32%-314.8pp |
| Employer contribution / active EE | $3,283 | $5,261-37.6% | $4,735-30.7% | $4,762-31.1% |
| Participant deferral / active EE | $16,200 | $7,109+127.9% | $6,709+141.5% | $5,850+176.9% |
| Admin fee / account holder | $3,739 | $12,120-69.1% | $10,261-63.6% | $11,596-67.8% |