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 | $30,779 | $74,927-58.9% | $101,794-69.8% | $84,808-63.7% |
| Participation rate | 100.0% | 61.4%+38.6pp | 69.2%+30.8pp | 68.3%+31.7pp |
| Annual return | 18.70% | 18.70%0pp | 30.53%-11.8pp | 40.90%-22.2pp |
| Employer contribution / active EE | $1,416 | $1,522-6.9% | $2,289-38.1% | $2,631-46.2% |
| Participant deferral / active EE | $4,990 | $3,099+61.0% | $4,084+22.2% | $4,212+18.5% |
| Admin fee / account holder | $1,757 | $6,514-73.0% | $8,777-80.0% | $7,344-76.1% |