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 | $26,381 | $154,117-82.9% | $129,995-79.7% | $139,434-81.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 19.46% | 32.48%-13.0pp | -137.18%+156.6pp | 372.94%-353.5pp |
| Employer contribution / active EE | $5,287 | $5,2890% | $4,320+22.4% | $4,751+11.3% |
| Participant deferral / active EE | $6,598 | $6,710-1.7% | $5,820+13.4% | $6,710-1.7% |
| Admin fee / account holder | $2,238 | $14,007-84.0% | $10,614-78.9% | $11,403-80.4% |