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 | $36,600 | $165,335-77.9% | $149,696-75.6% | $158,922-77.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 19.06% | 348.15%-329.1pp | 276.60%-257.5pp | 302.83%-283.8pp |
| Employer contribution / active EE | $2,757 | $5,103-46.0% | $4,644-40.6% | $4,761-42.1% |
| Participant deferral / active EE | $7,329 | $7,181+2.1% | $6,842+7.1% | $5,982+22.5% |
| Admin fee / account holder | $1,011 | $10,807-90.6% | $9,309-89.1% | $11,246-91.0% |