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 | $60,415 | $124,425-51.4% | $112,040-46.1% | $137,256-56.0% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 19.25% | 24.72%-5.5pp | 24.52%-5.3pp | 220.34%-201.1pp |
| Employer contribution / active EE | $4,333 | $3,411+27.0% | $2,954+46.7% | $4,156+4.3% |
| Participant deferral / active EE | $11,353 | $5,718+98.5% | $5,098+122.7% | $6,407+77.2% |
| Admin fee / account holder | $1,664 | $15,207-89.1% | $12,098-86.2% | $12,270-86.4% |