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 | $32,263 | $117,983-72.7% | $101,794-68.3% | $142,382-77.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 15.58% | 36.92%-21.3pp | 30.53%-14.9pp | 217.08%-201.5pp |
| Employer contribution / active EE | $832 | $2,773-70.0% | $2,289-63.7% | $4,299-80.7% |
| Participant deferral / active EE | $1,410 | $4,714-70.1% | $4,084-65.5% | $6,507-78.3% |
| Admin fee / account holder | $3,956 | $10,433-62.1% | $8,777-54.9% | $12,624-68.7% |