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 8-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 | $57,450 | $178,174-67.8% | $156,181-63.2% | $137,256-58.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 15.32% | 84.19%-68.9pp | 64.87%-49.5pp | 220.34%-205.0pp |
| Employer contribution / active EE | $2,365 | $4,972-52.4% | $4,294-44.9% | $4,156-43.1% |
| Participant deferral / active EE | $5,602 | $6,888-18.7% | $6,132-8.6% | $6,407-12.6% |
| Admin fee / account holder | $351 | $17,404-98.0% | $14,586-97.6% | $12,270-97.1% |