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 | $54,558 | $87,733-37.8% | $106,548-48.8% | $85,850-36.4% |
| Participation rate | 94.0% | 71.9%+22.1pp | 76.1%+17.9pp | 69.3%+24.7pp |
| Annual return | 12.43% | 21.86%-9.4pp | 26.80%-14.4pp | 318.53%-306.1pp |
| Employer contribution / active EE | $506 | $2,073-75.6% | $2,819-82.0% | $2,565-80.3% |
| Participant deferral / active EE | $3,412 | $3,469-1.6% | $4,398-22.4% | $3,952-13.7% |
| Admin fee / account holder | $2,220 | $6,767-67.2% | $7,407-70.0% | $6,260-64.5% |