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 4-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 | $59,117 | $201,272-70.6% | $184,203-67.9% | $145,922-59.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 16.26% | 29.00%-12.7pp | 28.81%-12.6pp | 561.29%-545.0pp |
| Employer contribution / active EE | $2,596 | $7,022-63.0% | $6,427-59.6% | $4,660-44.3% |
| Participant deferral / active EE | $9,940 | $9,806+1.4% | $9,131+8.9% | $6,688+48.6% |
| Admin fee / account holder | $1,135 | $16,364-93.1% | $13,901-91.8% | $13,397-91.5% |