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 | $120,728 | $165,335-27.0% | $149,696-19.4% | $158,922-24.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 31.32% | 348.15%-316.8pp | 276.60%-245.3pp | 302.83%-271.5pp |
| Employer contribution / active EE | $3,562 | $5,103-30.2% | $4,644-23.3% | $4,761-25.2% |
| Participant deferral / active EE | $15,508 | $7,181+115.9% | $6,842+126.7% | $5,982+159.2% |
| Admin fee / account holder | $804 | $10,807-92.6% | $9,309-91.4% | $11,246-92.9% |