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 | $26,291 | $165,335-84.1% | $149,696-82.4% | $158,922-83.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 14.82% | 348.15%-333.3pp | 276.60%-261.8pp | 302.83%-288.0pp |
| Employer contribution / active EE | $2,879 | $5,103-43.6% | $4,644-38.0% | $4,761-39.5% |
| Participant deferral / active EE | $7,920 | $7,181+10.3% | $6,842+15.8% | $5,982+32.4% |
| Admin fee / account holder | $11,071 | $10,807+2.4% | $9,309+18.9% | $11,246-1.6% |