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 | $62,154 | $209,411-70.3% | $178,490-65.2% | $158,922-60.9% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 22.25% | 188.75%-166.5pp | 151.07%-128.8pp | 302.83%-280.6pp |
| Employer contribution / active EE | $5,959 | $5,706+4.4% | $5,011+18.9% | $4,761+25.2% |
| Participant deferral / active EE | $8,588 | $5,954+44.2% | $5,202+65.1% | $5,982+43.6% |
| Admin fee / account holder | $1,536 | $17,074-91.0% | $13,984-89.0% | $11,246-86.3% |