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 | $49,052 | $135,952-63.9% | $123,892-60.4% | $273,961-82.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 10.25% | 56.63%-46.4pp | 47.52%-37.3pp | 41.45%-31.2pp |
| Employer contribution / active EE | $2,353 | $5,170-54.5% | $4,617-49.0% | $4,869-51.7% |
| Participant deferral / active EE | $4,410 | $6,343-30.5% | $5,984-26.3% | $5,287-16.6% |
| Admin fee / account holder | $477 | $9,817-95.1% | $8,357-94.3% | $10,132-95.3% |