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 | $40,110 | $178,174-77.5% | $156,181-74.3% | $137,256-70.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 22.85% | 84.19%-61.3pp | 64.87%-42.0pp | 220.34%-197.5pp |
| Employer contribution / active EE | $3,027 | $4,972-39.1% | $4,294-29.5% | $4,156-27.2% |
| Participant deferral / active EE | $5,138 | $6,888-25.4% | $6,132-16.2% | $6,407-19.8% |
| Admin fee / account holder | $971 | $17,404-94.4% | $14,586-93.3% | $12,270-92.1% |