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 | $44,533 | $80,968-45.0% | $96,544-53.9% | $75,163-40.8% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 32.86% | 27.06%+5.8pp | 25.84%+7.0pp | 160.62%-127.8pp |
| Employer contribution / active EE | $2,222 | $2,282-2.6% | $2,965-25.1% | $2,670-16.8% |
| Participant deferral / active EE | $4,125 | $3,928+5.0% | $4,851-15.0% | $4,1250% |
| Admin fee / account holder | $550 | $6,724-91.8% | $8,252-93.3% | $5,651-90.3% |