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 | $107,253 | $201,272-46.7% | $184,203-41.8% | $145,922-26.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 25.17% | 29.00%-3.8pp | 28.81%-3.6pp | 561.29%-536.1pp |
| Employer contribution / active EE | $5,891 | $7,022-16.1% | $6,427-8.3% | $4,660+26.4% |
| Participant deferral / active EE | $13,604 | $9,806+38.7% | $9,131+49.0% | $6,688+103.4% |
| Admin fee / account holder | $6,000 | $16,364-63.3% | $13,901-56.8% | $13,397-55.2% |