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 | $94,060 | $127,264-26.1% | $109,895-14.4% | $167,490-43.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 21.57% | 22.97%-1.4pp | 29.45%-7.9pp | 478.56%-457.0pp |
| Employer contribution / active EE | $2,400 | $3,322-27.8% | $2,842-15.6% | $4,837-50.4% |
| Participant deferral / active EE | $7,200 | $4,514+59.5% | $4,048+77.9% | $6,341+13.5% |
| Admin fee / account holder | $608 | $7,114-91.5% | $6,066-90.0% | $12,309-95.1% |