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 | $25,940 | $114,381-77.3% | $107,525-75.9% | $142,382-81.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 17.14% | 242.71%-225.6pp | 181.32%-164.2pp | 217.08%-199.9pp |
| Employer contribution / active EE | $4,797 | $4,015+19.5% | $3,754+27.8% | $4,299+11.6% |
| Participant deferral / active EE | $5,565 | $5,5640% | $5,116+8.8% | $6,507-14.5% |
| Admin fee / account holder | $1,341 | $9,860-86.4% | $8,919-85.0% | $12,624-89.4% |