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 | $53,708 | $154,117-65.2% | $129,995-58.7% | $139,434-61.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 14.82% | 32.48%-17.7pp | -137.18%+152.0pp | 372.94%-358.1pp |
| Employer contribution / active EE | $5,952 | $5,289+12.5% | $4,320+37.8% | $4,751+25.3% |
| Participant deferral / active EE | $6,605 | $6,710-1.6% | $5,820+13.5% | $6,710-1.6% |
| Admin fee / account holder | $351 | $14,007-97.5% | $10,614-96.7% | $11,403-96.9% |