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 | $75,091 | $201,272-62.7% | $184,203-59.2% | $145,922-48.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 13.46% | 29.00%-15.5pp | 28.81%-15.4pp | 561.29%-547.8pp |
| Employer contribution / active EE | $2,568 | $7,022-63.4% | $6,427-60.0% | $4,660-44.9% |
| Participant deferral / active EE | $3,250 | $9,806-66.9% | $9,131-64.4% | $6,688-51.4% |
| Admin fee / account holder | $546 | $16,364-96.7% | $13,901-96.1% | $13,397-95.9% |