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 | $54,639 | $210,343-74.0% | $153,432-64.4% | $145,959-62.6% |
| Participation rate | 94.4% | 82.1%+12.3pp | 77.1%+17.4pp | 80.3%+14.2pp |
| Annual return | 11.11% | 13.38%-2.3pp | 15.66%-4.5pp | 561.95%-550.8pp |
| Employer contribution / active EE | $0 | $6,047-100.0% | $5,038-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $18,567 | $7,977+132.8% | $6,757+174.8% | $6,689+177.6% |
| Admin fee / account holder | $20,809 | $19,424+7.1% | $12,725+63.5% | $13,398+55.3% |