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 | $47,376 | $165,335-71.3% | $149,696-68.4% | $158,922-70.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 26.69% | 348.15%-321.5pp | 276.60%-249.9pp | 302.83%-276.1pp |
| Employer contribution / active EE | $2,070 | $5,103-59.4% | $4,644-55.4% | $4,761-56.5% |
| Participant deferral / active EE | $6,144 | $7,181-14.4% | $6,842-10.2% | $5,982+2.7% |
| Admin fee / account holder | $572 | $10,807-94.7% | $9,309-93.9% | $11,246-94.9% |