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 | $68,721 | $201,259-65.9% | $184,200-62.7% | $145,959-52.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 11.03% | 28.98%-18.0pp | 28.80%-17.8pp | 561.95%-550.9pp |
| Employer contribution / active EE | $2,448 | $7,018-65.1% | $6,424-61.9% | $4,661-47.5% |
| Participant deferral / active EE | $5,204 | $9,806-46.9% | $9,132-43.0% | $6,689-22.2% |
| Admin fee / account holder | $958 | $16,372-94.1% | $13,907-93.1% | $13,398-92.8% |