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 8-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 | $47,482 | $124,425-61.8% | $112,040-57.6% | $137,256-65.4% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 10.22% | 24.72%-14.5pp | 24.52%-14.3pp | 220.34%-210.1pp |
| Employer contribution / active EE | $1,989 | $3,411-41.7% | $2,954-32.7% | $4,156-52.2% |
| Participant deferral / active EE | $5,031 | $5,718-12.0% | $5,098-1.3% | $6,407-21.5% |
| Admin fee / account holder | $894 | $15,207-94.1% | $12,098-92.6% | $12,270-92.7% |