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 | $38,748 | $154,228-74.9% | $145,433-73.4% | $137,256-71.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 17.42% | 74.59%-57.2pp | 66.58%-49.2pp | 220.34%-202.9pp |
| Employer contribution / active EE | $2,131 | $4,804-55.6% | $4,554-53.2% | $4,156-48.7% |
| Participant deferral / active EE | $3,249 | $8,216-60.5% | $7,897-58.9% | $6,407-49.3% |
| Admin fee / account holder | $416 | $14,344-97.1% | $13,129-96.8% | $12,270-96.6% |