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 | $40,857 | $165,335-75.3% | $149,696-72.7% | $158,922-74.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 16.17% | 348.15%-332.0pp | 276.60%-260.4pp | 302.83%-286.7pp |
| Employer contribution / active EE | $5,219 | $5,103+2.3% | $4,644+12.4% | $4,761+9.6% |
| Participant deferral / active EE | $10,920 | $7,181+52.1% | $6,842+59.6% | $5,982+82.5% |
| Admin fee / account holder | $5,666 | $10,807-47.6% | $9,309-39.1% | $11,246-49.6% |